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How Do I Apply a Bank Feed Transaction to a Customer and Product in QuickBooks Online?

Save a step by assigning customer and product details directly from your bank feed in QuickBooks online.


When reconciling transactions in QuickBooks Online (QBO), you can assign each expense or deposit to both a Vendor/Customer/project and a product or service—right from your bank feed.

This saves you from having to open and edit the transaction later and ensures your Ressio projects stay accurately linked to their financial data in QuickBooks.

Table of Contents:

  1. Why This Matters for Ressio Users
  2. Navigating the Bank Feed
  3. How to Apply a Transaction From the Bank Feed
  4. If You Don't See the Product/Service Option


Why This Matters for Ressio Users

If you’re using Ressio’s QuickBooks integration, applying both a customer and product/service at the bank feed level ensures that transactions sync correctly back into Ressio.

  • Your customer links the expense to the right project.

  • Your product/service links it to the correct cost code or category.

Doing this early keeps your budget tracking and job costing in sync automatically.


Navigating the Bank Feed 

Begin by accessing your bank feed in QuickBooks. The bank feed will be seen under 'Bank transactions' on the left hand side.

Select an item to add it to your register.

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How to Apply a Transaction from the Bank Feed 

Once you have clicked on the item you want to add, focus on the 'Vendor/Customer/project' drop down and 'Product/service' drop down section. 

  • Vendor/Customer/project (this should match your project name in Ressio)

  • Product/service (this should match your cost code or expense type)

Click Save.

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If You Don’t See the Product/Service Option

If your bank feed doesn’t show the Product/Service dropdown, you’ll need to enable two QuickBooks settings:

  1. Click ⚙️ icon the top right hand corner→ Account and Settings → Expenses

   2.  Under Bills and Expenses, turn on the following options:

  • ✅ Show items table on expense and purchase forms

  • ✅ Track expenses and items by customer

 

  3.  Click Save

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If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!