Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
January 10, 2021
Question

Is there any way to change a downloaded transaction from an expense to a deposit?

  • January 10, 2021
  • 1 reply
  • 0 views
The download was csv and it switched all of the transactions to the opposite - deposits were downloaded as expenses and vice versa

1 reply

JessT
Moderator
January 10, 2021

Hi Joyce!

 

I'll share the information about uploading bank transactions.

 

We're unable to switch the transactions on the Banking page. You can exclude them so they'll be removed from the For Review section. After that, you can go to the Excluded tab to delete them, and re-upload the transactions afterward.

 

Please follow the steps in this article: Format CSV files in Excel to get bank transactions into QuickBooks.

 

If you have other questions, you can always go back to this thread. Have a good day!