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June 11, 2020
Question

How do I change an expense to a transfer?

  • June 11, 2020
  • 1 reply
  • 0 views
No text available

1 reply

Angelyn_T
Moderator
June 11, 2020

Hello, @mark164.

 

To correct this, you can delete the expense transaction recorded, then enter a transfer.

 

To delete the expense transaction:

 

  1. Click on Expenses at the left pane, then look for the expense from the list.
  2. Tap on it to open.
  3. Hit on More beside Make recurring, then select Delete.
  4. To confirm the action, click the Yes button.

To record a transfer, select Transfer from the New (+) icon.

 

As always, read our help articles in case you need additional reference while working with QuickBooks in the future.

 

Please post again in the Community if you have additional concerns. I'm here to keep helping. Take care!