I hope someone might be able to help. I have just finished putting all my first quarter’s books onto QuickFile. Unfortunately I’m noticing some inconsistencies with tagging bank transactions that I can’t get to the bottom of…
I have some regular transactions which aren’t associated with invoices (e.g. bank charges, transfers to reserve account, donations, etc). On some when I entered them for the first time I was offered a tick box to remember the description and automatically tag similar transactions. This is a great feature and a real time-saver as I can just click the orange ‘Confirm’ button on all that apply.
However, this didn’t happen on some other regular transactions, and I’m left manually tagging each similar transaction as I enter them.
Is there a way to ‘force’ the system to recognise two or more similar transactions which have already been entered, and then ‘remember’ those descriptions for future entries?