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October 12, 2023
Question

Has anyone else experienced QB Online auto changing a credit card CHARGE to a credit card EXPENSE when moving transaction from one expense acct to another expense acct?

  • October 12, 2023
  • 1 reply
  • 2 views
we download all transactions to a general expanse account and then move them to the right expense account when receipts come in.  QB just started automatically flipping them from expenses to credits and throwing our books out of whack.

1 reply

Adrian_A
Level 8
October 12, 2023

Hi Bookkeeper,

 

I'm here to ensure your bank transactions are correctly categorized.

 

Before doing so, I'd appreciate it if you could share a screenshot of the transaction.

 

Moreover, there are times the system will move an entry from one category to another once you've activate the Enable suggested categorization. To confirm this, you may follow the steps below:

 

  1. Click the Transactions tab.
  2. Select Bank transactions.
  3. Click the small Gear icon and uncheck the Enable suggested categorization field.

 

If the option is unchecked, yet the transactions are still on a different category, you may perform some troubleshooting steps to isolate the issue. To start with, let's review the transactions on an incognito window. You can use these keyboard shortcuts to open one:

 

  • Google Chrome: Ctrl + Shift + N
  • Microsoft Edge & Mozilla Firefox: Ctrl + Shift + P
  • Safari: Control + Option + P

 

You can also opt to use a different browser like Google Chrome, Mozilla Firefox, Microsoft Edge, or Safari.

 

Furthermore, you can check this article to ensure your transactions match your bank and credit card statements: Reconcile an account.

 

I'm always around whenever you have concerns with your bank transactions.