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Join nowwhich e-commerce platform do you have?
My eCommerce is industry specific. Their deposits show through the link with my bank account. Additionally I take credit cards face-to-face. I need to be able to break down these linked deposits (and all deposits, really) to Taxable Sales, Non-Taxable Sales, Sales Tax, and Freight.
I can help you manage these transactions in QuickBooks, @2atactics.
Thanks for posting on the Community page. Let me share some information about modifying imported and linked transactions.
QuickBooks Online allows you to adjust entries. For linked events, you’ll want to unlink them first before making any changes. Then you can split the payment to separate the freight fees. This way, you can match them properly to your downloaded bank transactions.
Here’s how:
Once the transactions open, you can start modifying them. When you’re ready to Receive payment again, you can follow the outlined steps below to split:
You can check this article for reference on how to record your deposits in QuickBooks. Then you can start categorizing and matching them.
Regarding imported transactions, creating an adjustment is unavailable. You can only adjust the entry that was entered manually in QBO.
I also have a detailed guide here to ensure everything is accurate. You can visit our reconcile account article to learn more.
If you have any more questions, I'm always here to help. Have a safe and productive day ahead!
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