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Experienced Member

I downloaded my bank statement, and when I add a payee it automaically chooses the wrong account. I have tried to change it, but it will not let me. How can I fix this?

 
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Community Manager

Re: I downloaded my bank statement, and when I add a payee it automaically chooses the wrong acco...

Hello JuliaB,

 

When there's an expense account selected in the vendor profile, that's the reason why you can't change the category of a bank transaction. 

  1. In the menu bar, click Vendor then Vendor Center.
  2. Select the vendor name.
  3. In the Additional Info tab, delete the Type.
  4. Click on OK.

1.PNG

Go back to the Bank Feed Center window and change the category again. 

 

Let us know if you have any questions. Thanks!