Good evening,
I seem unable to find an answer to this question elsewhere in the community so apologies if it has been asked and answered before.
I have connected all of my banking transactions and it has pulled through almost all of the data since we have been trading.
The big question is do I have to manually create every expense and then match the banking transactions to this. Or can I just use the "add" feature to create the expenses which match with the transactions?
I have manually gone through and created the invoices so I can match the incoming payments to these but for the outgoing payments we have made can I just use add or should I create the expenses and then match the transactions to them?
From what I can tell it has the same end result but the software is still new to me and I would rather get it right first time round. I am almost at a point of creating and matching as I know this will definitely work but obviously it would save me a lot of time if I can just "add" from the bank transactions.
I must say I think Quickbooks need to improve the beginners guides / the GUI because while it looks nice a page with all of the "accounts" would be nice.
Many thanks in advance to anybody who takes the time to read & reply.
KR
