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Pgh
Not applicable

Assign item to imported bank transactions

I would like to assign an ITEM rather than a GL account when importing bank transactions. Is this possible? I use QB Desktop contractor version and it is important for job cost reports to code transactions as items. If it is not possible upon import, do you have another suggestion?

3 Comments
BRC
Established Community Backer ***

Re: Assign item to imported bank transactions

Where is your data coming from?  What method do you use to import?

 

Yes it's possible if you're using an IIF file to import. 

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Pgh
Not applicable

Re: Assign item to imported bank transactions

Data is coming from bank and credit card through the QB Bank Feeds feature. Is item identification possible though this feature? 

Do I need third party software for the IIF import or can I create the parameters?

 

If the software offers the Item feature then the import should offer this feature.

BRC
Established Community Backer ***

Re: Assign item to imported bank transactions

Oh, bank feeds.  I'm not totally sure but I think from other posts here you cannot add items in the newer bank feeds feature.

 

If you switch to the classic feature, then you can edit the transaction as you're adding it to the register and add an item.

 

To choose "classic mode" go to Edit | Preferences | Checking | Company | Bank Feeds.

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