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Edit Transaction Dates in QuickBooks with Vendorsync

Cash vs Accrual AccountingYou Choose! Vendorsync gives users the ability to edit the dates of a transaction before it is posted to your accounting platform. Simply select the Edit Date toggle to turn the feature on and off to avoid accidental date changes. Check out our video below that demonstrates how to take advantage of this powerful feature.https://youtu.be/MFTm1CV-UiI Share this post Vendorsync offers bookkeepers and accountants the power of cloud accounting for QuickBooks Desktop. Take advantage of enhanced bank feeds without the need for renaming rules.Contact InformationCloud Apps Inc4001 Mission Oaks BlvdCamarillo, CA 93003 Facebook Twitter Youtube Quick Links Schedule A Demo…

Batch Enter Payee Names

QuickBooks Desktop Batch Edit Feature

Update Multiple Transactions at the Same Time Now that you have imported all of your financial transactions into Vendorsync, we use the advanced filtering tools to batch update the payee names.Use the Filter Text field to type in parts of the bank memo so that all the like items are displayed in the table. In the example above, we used msft in our search to populate all the transactions for Microsoft.If we select the top check box, all the displayed check boxes will be selected and ready to edit.Finally, under the Batch Updates field, type the name of the vendor (Microsoft)…