We can exclude the transaction and then record this to an expense, @jaimec. I demonstrate how to do it in QuickBooks Online (QBO).
Let's exclude the two transactions in the Banking tab. Then we can record this transaction as an expense.
Follow the steps below:
- Go to Bookkeeping, select Transactions, then choose Bank transactions.
- Select the For Review tab.
- Select the checkbox of the data to exclude.
- Select Exclude.
Once done, recreate the excluded transactions of two separate expense transactions.
See the steps below:
1. In the menu bar, hit the + New button, then choose Expense.
2. For the Payee field, enter a vendor.
3. Pick a Payment account.
4. Input the date of purchase in the Payment date field and specify the Payment method.
5. Enter the amount/tax paid.
6. Select Save and close.
Furthermore, since the option to match a single expense in QuickBooks to two withdrawals in your bank feeds is unavailable, you can submit product suggestions to our developer. This way, they'll see your recommendation and consider adding it to the next program update.
Here's how:
- Go to the Gear icon at the top, then select the Feedback button.
- Type in your feedback or product suggestions.
- Click Next to submit.
Plus, this article will walk you through the process of transaction navigation. See the detailed steps: How to search for transactions in QuickBooks Online.
I admire your patience while we are still looking for remedies. Please know that we are here to support your growing business. Keep me notified through your email, @jaimec. May you have a wonderful day.
