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Confirm the payee, category, and supporting document details before syncing the transaction to the accounting platform.
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Support Center / Fixed Assets / Bank Transactions
Categorize Fixed Asset transactions
Categorize bank transactions as Fixed Assets when they should be tracked for capitalization, resulting in synced transaction detail that can support Fixed Asset registration.
Workflow
Step 1
Open the side menu
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Step 2
Select Bank Transactions
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Step 3
Under FOR REVIEW, you will see a list of transactions
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Step 4
Review the transaction
Confirm the page shows the expected result before continuing to the next step.
Step 5
Review the transaction
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Step 6
Select Select account
Choose the option that matches the account, period, or schedule you are working with.
Step 7
The transactions have been categorized by Truewind
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Step 8
Select one transaction
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Step 9
On the side bar, you will find "payee"
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Step 10
Review the transaction
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Step 11
Edit transaction dimensions
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Step 12
You will find all Apple related historical transactions here
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Step 13
Select APPLE.COM/US. Merchant name: Apple…
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Step 14
In documents, you are able to add a URL
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Step 15
Select ADD
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Step 16
Enter URL "apple.com"
Enter the required values carefully so the schedule and journal-entry details calculate correctly.
Step 17
Then you can click on "Sync" to sync to books
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Step 18
You can check the synced transaction by clicking "Synced in Quickbooks"
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