Other questions
Thank you for your prompt response and for clarifying your concern, ks_3. I can see the importance of being able to set up and automatically assign a class for QuickBooks Payments processing fee transactions.
While QuickBooks Payments allows you to choose where processing fees are recorded and automatically records them, it currently doesn't support automatically assigning a class to these transactions, and we recognize the significance of this functionality for our users.
We value your feedback and encourage you to share your insights and suggestions with our product engineers by following these steps:
- Click the Gear Icon.
- Under Profile, click on Feedback.
- Enter your Suggestions.
- Then click Submit.
Alternatively, you can manually edit these transactions in your register. Here's how:
- Go to the Settings menu.
- Choose Chart of Account.
- Select the account where the processing fees are posted, and click View Register.
- Click the Transaction and manually assign a Class, then Save.
For more detailed information, you can reference this article: Find, review, and edit transactions in account registers in QuickBooks Online.
Furthermore, regularly reviewing and reconciling your account is essential for maintaining financial accuracy, supporting efficient tax reporting, and ensuring comprehensive financial management.
Lastly, you can access and manage your QuickBooks Payments to track your transactions and update your information.
Let me know if you need more guidance managing your class or any other concerns in QuickBooks. Just reply to this thread, and you can always count on me for assistance.
