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Join nowMy client pays his credit cards from bank account and it records as business online transfer. These are coming through the bank feed as credit card credit, how can I change it to record as transfer.
The credit card account should be connected via a separate bank feed and a transfer should be made from the checking account to the credit card account, then matched and added within the credit card bank feed.
Ok. Thanks. The issue I am having is that when it is added via bank feed it automatically chooses credit card credit as if there was a refund when it was actually a payment from the bank account to credit card and should be listed as a transfer.
Hi @moericki,
Since it's a bank feed transaction, it isn't automatically set as a transfer. You'll have to click on that specific transaction then tap on the Record transfer radio button.
Here's how:
Other ways to record credit card payments are listed in this article: Record credit card payments.
Let me know if you have other queries by leaving a post below. I'll be sure to get back to you.
Right, there is rules engine technology that will "guess" what a transaction is for if you don't "create" a transaction to "match" it to when it comes through the bank feed. I personally "create" bank transfers under the plus (+) menu from the operating account to the credit card account on the date that they occurred, this way the rules engine technology can easily "match" what "actually" happened when it comes in the bank feed. You also will not want to "add" a bank feed "transfer" on the "From" side, you will switch it to "transfer" and then make the transfer to "match" and "add" on the credit card "receiving" side.
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