Bulk annotate payments
E
Erick
We use this platform to reconcile with Quickbooks. It would be nice to be able to mark the payment batches "reconciled", then I can use this to keep track and filter the data in the future.
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M
Maryse from Zeffy
Hi Erick! I understand that this is not exactly what you're looking to achieve, as from what I understand it'd be best to have the ability to do this in bulk, but in the meantime I still wanted to suggest the "annotation" feature, which allows you to add a note to a payment. Here's how you can add a note to a payment to mark it as reconciled : https://support.zeffy.com/how-can-i-add-a-note-to-a-transaction
Another great option to consider, depending on your needs, might be to look into our integration with QBO. Using Zapier, all Zeffy payments could be automatically pushed to Quickbooks. Here's how it works : https://support.zeffy.com/do-you-integrate-with-quickbooks