Hi
Im trying to get a view of a monthly statement so that I can enter the transactions into a QuickBooks journal entry. All of the tutorial I have found show a transaction screen that looks like this:
How would I be able to see the screen in the attached photo?
Thanks
This was an old version of the “Statement View” page which has now been replaced with a new version. Largely it has the same information so just go through them to match the fields from old to new layout.
Use the “date range reports” and make sure you select Transaction rather than Summary. You can then edit the csv file to the formatting needed for quickbooks and import the statement. This is what i do for Freeagent, i need to edit the date format and i put a SUM in of all the credits.
Hi
Im trying to get a view of a monthly statement so that I can enter the transactions into a QuickBooks journal entry. All of the tutorial I have found show a transaction screen that looks like this:
How would I be able to see the screen in the attached photo?
Thanks
Hi
Im trying to get a view of a monthly statement so that I can enter the transactions into a QuickBooks journal entry. All of the tutorial I have found show a transaction screen that looks like this:
How would I be able to see the screen in the attached photo?
Thanks
This was an old version of the “Statement View” page which has now been replaced with a new version. Largely it has the same information so just go through them to match the fields from old to new layout.
Use the “date range reports” and make sure you select Transaction rather than Summary. You can then edit the csv file to the formatting needed for quickbooks and import the statement. This is what i do for Freeagent, i need to edit the date format and i put a SUM in of all the credits.
This was an old version of the “Statement View” page which has now been replaced with a new version. Largely it has the same information so just go through them to match the fields from old to new layout.
This was an old version of the “Statement View” page which has now been replaced with a new version. Largely it has the same information so just go through them to match the fields from old to new layout.
Use the “date range reports” and make sure you select Transaction rather than Summary. You can then edit the csv file to the formatting needed for quickbooks and import the statement. This is what i do for Freeagent, i need to edit the date format and i put a SUM in of all the credits.
Use the “date range reports” and make sure you select Transaction rather than Summary. You can then edit the csv file to the formatting needed for quickbooks and import the statement. This is what i do for Freeagent, i need to edit the date format and i put a SUM in of all the credits.