transactions

Forum|Forum|4 years ago
April 5, 2022
1 reply
0 views

Hello im new on here i had a heart attack and am now back to work but am finding it hard to set up my self employed account on here. I have linked my business account and can see all my ins and outs

But how do i make the quick book know what each amount is for, at the moment i sell on ebay so i have lots of postage costs, but find myself entering the word postage each time how do i make the system no its postal or sales or what ever with out having to write it in on every transaction, so its actually quick.

QuickBooks Self-Employed

Ashleigh1

Level 14

Hello Mike5662,

Welcome to the Community page,

You could create a rule for the postage transactions so that when they come in they get automatically put against it so it saves you having to do it each time.

If you click on the cog wheel> under tools select create rules > create a rule> fill in all the information and save

Mike5662Author

thank you will give it a whirl

GeorgiaC

Level 13

i gave that ago but dont see how it will work, my transaction just come in as money amount, how do i set up what you say im on ebay i click buy royal mail postage it takes money from my bank, all my bank writes up is the amount, so thats all that comes into my quickbook, so how do i get the system in quickbooks to know that these amounts are indeed going to be all mail, likewise with all my other transactions i do, i cant see how to have these all coming in and logging theirs self against the correct business exspence

Thanks for getting back to us Mike5662, the downloaded transaction contains the amount and transaction details which can be used to create the rule - do you see any reference to the payee (e.g. Royal Mail) on the transaction?

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