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sharron-sheridan
Level 1

How do i change a bank transaction from being entered as the payment account being "Transaction" instead of the banks name, to be able to reconcile my bank account?

 
1 Comment 1
Maybelle_S
QuickBooks Team

How do i change a bank transaction from being entered as the payment account being "Transaction" instead of the banks name, to be able to reconcile my bank account?

Hello there, sharron.

 

I understand the importance of changing the bank transaction listed as "Transaction" instead of the bank's name, which is preventing you from reconciling your account.

 

The transactions downloaded into QuickBooks depend on the information provided by your financial institution. I suggest contacting your bank to inquire about changing it to the payment account.

 

If you meant modifying the category, we can do it by going to the Transactions menu. Here's how:

 

  1. Go to the Transactions menu.
  2. Click Bank transactions.
  3. Choose the transactions you want to update.
  4. Select the Account drop-down arrow.
  5. Pick a payment account.

 

If you are referring to something else, please let us know and share a screenshot to help us review this further and provide additional resolution.

 

I'm also adding these articles to learn how to review your downloaded entries and reconcile your accounts:

 

 

Feel free to comment below if you have further questions about banking transactions. I'm here to help. Stay safe.