Is there a way to get the bank transactions to go in as a customer sales receipt instead of a deposit so that the transaction history for each customer gets recorded?
Interestingly enough, they already have that feature (from banking add as a deposit or create a sales receipt) in QuickBooks Australia. This was introduced a few years back. Why the same feature is not available in the US (where they’ve significantly more paid subscribers than AU) is still a big mystery.
You can even create Bank Rules to automatically add Sales Receipt to QuickBooks. How cool is that?
If you like to check it out QuickBooks Australia demo file, click here.