weslaughton
Level 3

Banking

Thank you for your help. I was able to reconnect to Shopify and the payments were imported into QB and they could be matched. 

 

It is a bit different now as all of the deposit/payment information is appearing in the “app transactions” portion of the banking area. When I do to this section I can then click add and the transaction is automatically matched to the transactions imported from the bank account. I wanted to confirm if the payout information (deposit, invoice #, sales tax, shipping, refunds)will appear in the reconcile area or appear in the account if my accountant needs to review? I used to manually input this information, so it would be amazing and save me so much time if this information is automatically added. Please see below. THnaks, Wes