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misshedgehog
Level 1

non-sales ledger receipts

Can anybody tell me please, is it possible to post items banked directly to nominal ledger accounts?

1 REPLY 1
MarsStephanieL
QuickBooks Team

non-sales ledger receipts

Hello there, @misshedgehog. Yes, you can post transactions from your bank feeds to ledger accounts in QuickBooks Online (QBO). Let me share more details on how to do that.

 

You can categorize the transactions manually or set up bank rules so that the bank transactions will find a match with your preferred accounts easily. Then, all you need to do in the following process is to approve the matched transactions.

 

Here's how to set up bank rules:

 

  1. Go to Banking and click Rules.
  2. Select New rule.
  3. Enter a name in the What do you want to call this rule? field.
  4. Fill in the other fields with the details you prefer.
  5. Select Save

 

This is what it looks like in an Accountant view.

 

 

To know the next steps on adding the bank rules feature, you can check out this article: Set up bank rules to categorise online banking transactions in QuickBooks Online.

 

Moreover, when you're ready to assess your accounts, I can see this to be handy in the future: Learn the reconcile workflow in QuickBooks. Choose the QBO product when following the steps.

 

I'll be here to back you up if you need anything else. Take care!

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