OK, backing into all the topics that I had previously done in QuickBooks but things are all just a little different here.
I’ll get there.
Topic Three
Seems like the banking register does not immediately present you with the account/category and force you to specify the type of expense (or revenue).
I downloaded all my transactions and the import process just asked me for very basic info about if there was an invoice and who the supplier was. I filled them in on the import and it pulled in all the transactions. Great. But there was not a clear way to say things like “this was a utility expense” or “this was legal fees” or “accounting fees”.
This is next for me.
I am really trying to do a simple Hello World example of creating a CoA and importing a bank statement then reconciling it all to show up in a CoA suitable for handing to my accountant.
