I want to set up the Credit Card transaction processing facility in QuickFile, however, I’m in the middle of my financial year and want to know if I can add transactions retrospectively and then clear them using tagging? For example: when I set up the Barclaycard (credit card) account can I begin wi…

Entering credit card payments retrospectively?

rhc 16 March 2023 11:03 4

Hi,
In addition to Steve’s post, if you want to use auto-tagging to tag all your transactions you may should create these autotag-rules before uploading /entering all your transactions.

1 Like