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Rasa-LilaM
QuickBooks Team

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Thanks 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:

 

  1. At the top menu bar, go to the Banking tab.
  2. Select Bank Feeds, then choose Bank Feeds Center.
  3. On the left panel, click on the account you’re working on.
  4. Click on the Transaction List located in the lower right hand.
  5. Mark the transaction you want to add a class.
  6. Under the Action column, click on the drop-down and choose Add More Details.
    class.png
  7. From there, click on the drop-down for Class and select the right one.
    class1.png
  8. Click on Add to QuickBooks.


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.  

 

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