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Philipwarnock
Level 1

Assign multiple receipts to a transaction

i am currently using quikbooks self employed via the app. I have been in contact with support and have had no solutions, they have suggested the nee sole trader and simple start but they tell me it doesn’t allow it either.

 

How do people show in quikbooks paying invoices if you have an account with a supplier and you receive the statement with 4 separate invoices for the statement total?

 

how do you upload 4 separate invoices against the 1 statement total that is pulled in from your bank when you pay that total amount.

 

currently I have to pay every invoice seperately on the statement which is not very efficient.

 

thanks for your help

 

 

1 REPLY 1
CharleneMaeF
QuickBooks Team

Assign multiple receipts to a transaction

Hi, Philip.

 

You can manually input the transactions while excluding the figures that have already been automatically populated through the bank feed. After doing so, save an image of the corresponding receipt and attach it to both transaction entries.  Additionally, consider adding any details related to the transactions in the Notes field. Doing so allows you to maintain accurate records of your financial entries.

 

Here's how to add the entries manually:

 

  1. Go to the Transaction menu.
  2. Select Add Transaction at the upper-right portion.
  3. Enter the amount and brief description.
  4. Click the Select category menu.
  5. Choose the option to organise the transaction.

 

To remove transactions downloaded from your bank, please see this article: Exclude or delete transactions in QuickBooks Self-Employed.

 

Finally, visit our One Intuit Help Hub to access our troubleshooting guides, online resources, and FAQs specific to your QuickBooks products and needs. You can view this brief video to help you navigate the page seamlessly: https://intuit.me/OHHvideo.

 

I'm just a few clicks away if there's anything else you need to know about handling multicurrency or any banking-related activities. Keep me updated by leaving a comment below.

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