cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.

Reply to message

View discussion in a popup

Replying to:
mike_coastalremodels
Level 2

Feature Request - Allow Product and Services Selection when Adding Bank Transaction

Hello,

 

I'm currently working on syncing up our CoConstruct page with our QuickBooks transactions. CoConstruct leverages the Product and Services Codes to align actual costs from QuickBooks with estimated costs in CoConstruct. Unfortunately, QuickBooks only allows the user to select a Category when adding a bank transaction on the Banking page. We then need to go to each expense separately to add a Product and Services line item and delete the Category line item. I'd like to request the option to add Product and Services as a drop down option when adding a bank transaction. I've attached a photo that has two screenshots: one of the bank transaction without a Product and Services dropdown and one of the expense where we have to go to add a product and services line item. Thank you and please let me know if you have any questions.

 

Thank you,

Mike

Solved

Need to get in touch?

Contact us