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DI_RTC
Level 1

Quickbooks Desktop Bank Center Can't enter transaction as "Item"

We are trying to simplify entering bank transactions so that for common purchases we don't have to manually enter all the tickets, but can use the Bank Center Rules, for instance for things such as Fuel. 

When entering transactions manually through "Enter Credit Card Charges" You are given the option to list things as "Expense" or "Item". We normally enter anything not office expense related as an "Item" so it will show up in our profitability reports appropriately, however when adding details in the bank center, it appears you are only given the option of entering a transaction as an "Expense". Is there a way to enter them as "Item" or is this simply not possible?

Solved
Best answer February 21, 2024

Best Answers
SashaMC
Moderator

Quickbooks Desktop Bank Center Can't enter transaction as "Item"

Hello DI_RTC,

 

Welcome to the QuickBooks Community! You are correct. This is simply not possible due to product limitations. However, what I can do is take note of this and submit feedback to our Developers about implementing this feature going forward, and I encourage you to join me by following the steps below: 

 

  1. Click the Help option.
  2. Select the Send Feedback Online option.
  3. Hit the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Select the Send Feedback button. The feedback is sent.

 

If you have any other questions or concerns, we are here to help! I hope you have a good day. 

View solution in original post

1 Comment 1
SashaMC
Moderator

Quickbooks Desktop Bank Center Can't enter transaction as "Item"

Hello DI_RTC,

 

Welcome to the QuickBooks Community! You are correct. This is simply not possible due to product limitations. However, what I can do is take note of this and submit feedback to our Developers about implementing this feature going forward, and I encourage you to join me by following the steps below: 

 

  1. Click the Help option.
  2. Select the Send Feedback Online option.
  3. Hit the Product Suggestion option. A pop-up window displays.
  4. Enter your feedback suggestion.
  5. Select the Send Feedback button. The feedback is sent.

 

If you have any other questions or concerns, we are here to help! I hope you have a good day. 

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