QBO: Transaction Type Mapping (Donations, Tickets, Auctions)
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Greg Flores
Allow transactions to be mapped to different QuickBooks classes based on transaction type (e.g., donation, ticket purchase, auction) instead of defaulting all to ‘Individual Donation.
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Tom Spindle
Merged in a post:
QBO: Allow to transaction type as a rule criteria
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Greg Flores
Have the ability to use transaction type to map transactions based on whether they are a ticket purchase, donation, sponsorship, etc., when assigning them to a class in QBO.
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Erick Chan
We need more set up options. When a new transaction is entered for a check for instance, the fields are check date, number, amount and deposit date. BUT when it is synced to QB, those fields do not integrate so we then need to go into each transaction individually in QB to update.