I have an Expense account in my name set up in Quickfile. I have created an invoice for General Purchases which I paid for and I am claiming back from the business. I can see the Expense Account in the Bank Accounts list but when I come to tag the payment from the bank it is not in the drop down list for me to tag it to. Any ideas what I may be doing wrong? Thank you
Hi @eftlizzie
Can I just check that I’m on the right lines here?
When you’re trying to tag a payment as a transfer to the account (‘Expense Account’), it’s not showing as an option in the list of bank accounts.
Is that correct? If so, would you mind telling me the date of the transaction and what account it’s come from (e.g. current account, DLA, Proprietors Drawings Account, etc.), and I’ll take a quick look for you?
You are correct. However I have just discovered that the payment was not paid from the Barclay account. When I see the transaction (after 24 hours) I will have a look again and let you know if I still have the problem. My apologies.
This topic was automatically closed after 7 days. New replies are no longer allowed.