Hello!

Thank you for your help explaining how to handle Rules when importing data from the bank using Bank Feeds.

However, the issue I'm facing is a little different. When importing data, all expenses are classified ok but for payments made by customers, they are considered in Bank Feeds -understandably- like a Deposit.

In past fiscal years, when I did this manually, the Bank account ledger accounted the transaction as a Customer Payment in the "Accounts Receivable" category. If I now select "Add More Details" on a Deposit from Bank Feeds and associate the deposit to a Customer invoice, the transaction in the Bank account ledger shows up as a "Deposit" in the "Undeposited Funds" category. How can use Bank Feeds to reflect customer payments against an invoice to reflect the use of Customer Payment/Accounts Receivable format as we used before?

Thanks again!