Hi
Do you mean, I could ask the bank to send those transactions through to my biz account or through to my MYOB account?
Hi craftcut,
Thanks for your response,
If you have bank feeds it will be automatically inside the bank transaction window.
What I would suggest if you are trying to just record a purchase transaction is to create a bill from Purchases > Create Bill. Here is the help article Purchases will serve as a guide into the process.
If you have any other questions feel free to let us know.
Cheers,
Genreve
I have started watching the video as per your link. It talks about needing ABN info etc. I am not wanting to create any sort of link to the company I purchased from as I’ve brought something from their small business (as if I would buy anything normally online) for supplies for mine.
Eg Earring findings.
I am not getting any sort of bill from my supplier, as I am paying before receiving the goods (like any other normal purchase); however instead of using my business acc, I have used my personal acc as it was easier than transferring the funds and then using my biz acc.
Now, in the long run, I see that it’s made it harder for me. D’oh
I have tried to make that bill thing before; but wasn't sure if that was going to make sense on the other end.
I just want to know if there is a way of ensuring I can get these transactions to show through, where they are needed.
I got a holiday pay remediation from one of my old employers; this got put into my personal acc, which then I used to buy an ipad for my business – as I need it for creating stickers, digital files, planners etc.
I am also trying to make sure all my details, like numbers are all correct before I finalise my tax refund bits and pieces (which is why I am trying to double check all this info).
Does this sort of make sense, for what I’m trying to achieve. Sorry it’s so back and forth.
Hi craftcut
I don't use Essentials much but, personally I would do a Spend Money (or whatever it's called in Essentials) with a nil total and then put the debit (positive) amount for the purchase to the appropriate expense account and then enter a credit (negative) amount to your drawings or similar account in the balance sheet - this is basically creating a journal transaction. Otherwise pay from your business bank account to reimburse your personal account but code it to the appropriate expense account.
Cheers
Liz
Hi craftcut,
Thanks for reaching out.
There are 2 main ways to debit to bank accounts. It would be either via Purchases or Spend money transactions. I would also recommend trying out to record the transaction as a spend money if the purchase is not your preference.
Let me know if you run to any issues doing that or you need any further assistance.
Cheers,
Genreve
