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I can think of two ways to link the transactions, Matteoa-masiello. I'll provide you with the options.
First it to connect your credit card account to QuickBooks Self-Employed. This way, transactions will be downloaded and linked automatically to the account.
Second is to manually add the transactions, then add a tag. This helps you tag the transaction to a credit card account.
If you want to do the second option, you'll have to turn on the tagging feature first. Here's how:
Then, you can now go ahead and tag the transactions. Here's how:
Lastly, let's ensure the transactions are categorized correctly.
If there's something else that you need, please let us know by leaving a comment below. We'll keep an eye on this thread.
I can think of two ways to link the transactions, Matteoa-masiello. I'll provide you with the options.
First it to connect your credit card account to QuickBooks Self-Employed. This way, transactions will be downloaded and linked automatically to the account.
Second is to manually add the transactions, then add a tag. This helps you tag the transaction to a credit card account.
If you want to do the second option, you'll have to turn on the tagging feature first. Here's how:
Then, you can now go ahead and tag the transactions. Here's how:
Lastly, let's ensure the transactions are categorized correctly.
If there's something else that you need, please let us know by leaving a comment below. We'll keep an eye on this thread.
Got it. Thanks!
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