What do I do to be able to bring up an account to link with a Credit Card Bank feed. see the attachment - there are no options coming up to choose from, though there is a GL bank account in the system for the Credit card transactions.
Hi MuriBeachResort,
Thanks for the screenshot! No worries, a quick check of your category set up is what you need to do. The usual reasons you’re not seeing any options are that the linked General Ledger account in your file isn’t set as a “Credit Card” type, or the account might be inactive or a header. Give your categories a quick review and make sure the credit card one has the right type and classification.
Cheers,
Princess
