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New AI Community Guidelines. Please review and follow them to ensure AI use stays safe, accurate, and compliant.

3943566 Newbie

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  • I think an event is for your calendar for example meetings and a task is action items that need to be done I am trying to get many tasks added rather than one at a time. Any help would be appreciated. pam
  • I don't want to mess you up with my suggestion and so there is my disclaimer :-). I have been using the "Import Online Banking QIF File" sucessfully. It automatches all transactions the best it can, and then asks you to connect or create the transactions it was unable to identify. After which, you click the reconcile…
  • Amy thanks so much it sounds as I am doing the same task as you. I was just wondering if there was an easier way because the bank statement direct debits some of the corporate credit cards as well as other bills i was wondering if there was a quick way to do it all at once or if we had to do each credit card statement each…
  • Ray what pieces would be missing from a full csv export. For example if someone no longer used netsuite and they would export their data on to another system, and then their old files needed to be viewed by let's say the taxman how would that be accessed if the csv export would not be a full export?
  • Hi thanks for replying the amount of different feeds that i can add not the links per feed. for example i can add let's say nytimes and the bbc (links not an issue) but then i can't add more, than that am i missing something. I could of sworn before we were able to have more :confused: