When importing a statement from the bank - or - from the PayPal site, we find that we have many items - eg PayPal fees that we need to reconcile on a per transaction basis. This forces us to select e...
You could speed up the QIF Bank import by having 2 columns one for Expenses and one for income so you could important all the income by using the following steps
say that all the credits are Income.. you would press tag all in the income column and then press import... it would then ask you what code to import them to eg 41-100... once you click ok it would import all the transactons to the one allocated code.... we have 300 to 500 income transactions on each bank rec... this in turn is over 1000 keystokes to import it...
my method would bring this process down to about 8 keystrokes
You could also choose tag all and then just untag the few transactions that are not income...
if anyone would like to discuss this idea pleae call me on 07 3808 3888 ext 5
Regards,
Jim Papas
PS. if you thing this idea is great please load or like this idea so that we can get the feature can be added as it will have hundreds of hours in a year...
'Speed up Bank Reconciliations by adding a tag option to Group Import Income / expenses to a single account"
yes it was accountright primier