This topic contains 0 replies, has 1 voice, and was last updated by Carolyn Kirk 1 week, 4 days ago.
Hi Crystalynn! I watch so many of your videos so thank you for those!
I am just starting up with a new client as their QBOA. I perused their system before starting… they have their credit card in their COA as a current liability instead of as a credit card account. They have been entering all of their transactions as journal entries. I would like to convert all of that into a credit card account and get them connected to their credit card company for their future downloads
Can I just edit/change the account type from a CL to a credit card account? And will all the transactions carry into that account? Also when I do the first connection with their credit card online should I only request the last month’s downloads so there is not a lot of duplicate entries. Also if the transactions have been entered manually first would I just match the items to the download or will they be duplicate entries?
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