very basic business

Question asked by Karen Glass 2 weeks ago

I have a very straightforward physio business. I treat people and they pay me electronically. I don't issue invoices or receipts (generally). Im really confused about how to 'explain' these transactions from my bank feed which I have linked to my account. Im making a bit of a mess and would like advice before i make it worse! Thanks

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Hi Karen,

When explaining the transactions, you must select the contact you received the money from. You can create a generic customer if you do not wish to create individual customers. Then, you must select the relevant account, then hit Save.

For examples, please see: How to explain income and expenses on an imported statement

Tommy

Best answer
2 weeks ago

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