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Robot: Cosmetic changes
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Checking
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Checking
* select Recognized, and sort by date.
* select Recognized, and sort by date.
* Step through the records:
* Step through the records:
* Find the appropriate category - STandard accounting expense (
* Find the appropriate category - STandard accounting expense (
* Find the appropriate department - Usually the budget to charge the expense against. (Area, G&A for Board/administrative, or votes)
* Find the appropriate department - Usually the budget to charge the expense against. (Area, G&A for Board/administrative, or votes)
* Memo: If the transaction has caveats, an RT ticket, or a wiki vote, add a link.
* Memo: If the transaction has caveats, an RT ticket, or a wiki vote, add a link.
When Done, press Add.
When Done, press Add.
==== Resolving Difficult Transactions ====
==== Resolving Difficult Transactions ====
For a Lot of categorization, the correct course of action is unclear. If you copy the "Description" field from the transaction, click the "In Quickbooks tab", you can probably find where that type of transaction has occurred before.
For a Lot of categorization, the correct course of action is unclear. If you copy the "Description" field from the transaction, click the "In Quickbooks tab", you can probably find where that type of transaction has occurred before.
=== For Transfers===
=== For Transfers ===
* Pex, Paypal, Savings
* Pex, Paypal, Savings
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* Log into quickbooks at [https://qbo.intuit.com/app/homepage]
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Pex
* In the upper right hand corner, there are 4 accounts: Savings, Checking, PayPal, and PEX. Select Pex
* There will be an Update Box with a Dropdown Arrow next to it. Click the Arrow.
* There will be an Update Box with a Dropdown Arrow next to it. Click the Arrow.
* Select File Upload
* Select File Upload
* Upload the QBO file you downloaded from the pex site.
* Upload the QBO file you downloaded from the pex site.