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manddfinancial
Level 1

Counter Credit wilt multiple accounts through webconnect

I want to know the steps to enter Couter Credit having multiple accounts with an already downloaded webconnect file in QBD.

2 Comments 2
ArielI
QuickBooks Team

Counter Credit wilt multiple accounts through webconnect

Hello there. You can record multiple accounts by clicking Add to QuickBooks in QuickBooks Desktop (QBDT).

 

Here’s how to do it:

 

  1. Go to Banking, then select Bank Feeds.
  2. Choose the Bank Feeds Center.
  3. Select the bank account you want to work with.
  4. Click on the Transaction List.
  5. Select the transaction where you want to split the accounts.
  6. Under the Action column, click the dropdown and select Add More Details.
  7. In the Account dropdown, choose the account that corresponds to the split.
  8. Enter the amount for that account and repeat the process for the next account.
  9. Finally, click Add to QuickBooks.

 

Once you’re done, the split transactions will be reflected in your chart of accounts.

 

If you have any further questions, please let us know. We’re here to help you anytime.

ArielI
QuickBooks Team

Counter Credit wilt multiple accounts through webconnect

Hello there,

 

I wanted to follow up to see if you have successfully recorded the multiple accounts in your QuickBooks Desktop (QBDT).

 

Feel free to reply to us if you have any further questions. We're here to help you.

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