Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Get 50% OFF QuickBooks for 3 months*
Buy nowThanks for joining this thread, max123.
Allow me to chime in and point you in the right direction on how perform this process.
To help me get on the same page, are you trying to add a class for the downloaded transactions? If yes, you’ll have to select the Add More Details option to do this task.
Here's how:
You’ll have to follow the same steps for the other data you want to classify. Just as a heads up, you can only add classes by batch if you’re using the QuickBooks Accountant and QuickBooks Enterprise Solutions versions.
This steps should get you pointed in the right direction.
If you’re referring to other processes, I appreciate any details you can provide to help me get on the same page. Thanks in advance. I’ll be on a look out for your response.