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dpena221
April 21, 2020
Question

How do I change the Ref No. Type to show expense instead of transfer

  • April 21, 2020
  • 3 replies
  • 41 views
No text available

3 replies

MaryLandT
MaryLandT
Level 10
April 21, 2020

Good day, dpena221,

 

You'll want to modify the type through the bank feeds since you've already added the transaction to your register.

 

To do so, I'm glad to help accomplish this:

 

  1. Go to Banking from the left navigation bar.
  2. Select the account where the entry was posted.
  3. Go to the Reviewed tab and locate the entry from there.
  4. Click Undo.
  5. The transaction is now posted back to the For Review tab.
  6. Click the entry to expand it.
  7. Choose Add, then select the desired category.
  8. Click Add.

After that, click Go to Register and locate the transaction. You should see Expense instead of Transfer.

 

I've added this link: Video tutorials for QuickBooks Online for step-by-step workflows and help you manage bank transactions.

 

Let me know if there's anything else you need. I'm always around to help ensure your success.

 

Thank you and stay safe!

Lnewbie
October 21, 2020

If these transactions in the register were already reconciled, will I have to delete them and re-enter to categorize them as a paid expense? I honestly don't know how they are typed as Transfers in the first place. Must be how the bank records them.

IamjuViel
IamjuViel
Level 8
October 21, 2020

Hello, @Lnewbie.

 

Let's first make sure to undo the reconciled transaction. Once completed, you can make edit it or delete and recreate.

 

Here's how:

  1. Hover to the Accounting menu.
  2. Choose the Chart of Accounts tab.
  3. Select the desired bank account.
  4. Click View register. 
  5. Locate the incorrect transaction.
  6. Select a category from the drop-down list.
  7. Once done, click Save. 

Now, you can delete and recreate the transaction. You can ou can go through this article for more detailed steps: How to unreconcile a transaction or undo a reconciliation.

 

Visit us here again if you have other questions about managing your expense transaction. I'm always here to help. 

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