Differences

This shows you the differences between two versions of the page.

--- cats:questions:accounting:whattransactiontouse [2019/10/29 18:32] – [Will this transaction go through a bank?] amanda
+++ cats:questions:accounting:whattransactiontouse [2019/10/29 18:34] (current) – [Will this transaction go through a bank?] amanda
@@ Line 3: / Line 3: @@
 [{{:cats:questions:accounting:accounting_transactiontypeflowchart.png|Transaction Type Flowchart}}]
-====Will this transaction go through a bank?====
+====Transactions that Reference a Bank====
-Are you withdrawing money from a bank account or receiving money into a bank account?
+Are you withdrawing money from a bank account or receiving money into a bank account?\\
   * To receive money into a bank account, use a [[cats:procedures:accounting:transactions:enteringreceipts|Receipt.]]
   * To remove money from a bank account, use a [[cats:procedures:accounting:transactions:enteringdisbursements|Disbursement]]. To print a check, use a [[cats:procedures:accounting:transactions:enteringdisbursements|Disbursement]].
   * To transfer money from one bank account to another, user a [[cats:procedures:accounting:banktransfer|Bank Transfer]].
 ===Does this transaction involve a counterparty account?===
-**Yes**:
+  * **Yes** - Create a disbursement (debit) or a receipt (credit) using either the [[cats:procedures:accounting:transactions:enteringdisbursements|Account or Scan method]].
-  * Create a disbursement (debit) or a receipt (credit) using either the [[cats:procedures:accounting:transactions:enteringdisbursements|Account or Scan method]].
+  * **No** - To Create a bank-related transaction without referencing a counterparty account, create a transaction using the [[cats:procedures:accounting:transactions:enteringdisbursements|G/L# entry method]].
-**No**:
-  * To Create a bank-related transaction without referencing an invoice, create a transaction using the [[cats:procedures:accounting:transactions:enteringdisbursements|G/L# entry method]].
 ====No Bank Involved: General Journal Entries====
 To directly debit and credit two or more G/L numbers, use a [[cats:procedures:accounting:transactions:generaljournalentries|General Jr Entry]].
 {{tag>"transaction types"}}