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When I imported info from my PC Financial Mastercard, they are reversed. Purchases made show up as credits and payments from bank show as purchases. Can I switch it?

 
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QuickBooks Team

When I imported info from my PC Financial Mastercard, they are reversed. Purchases made show up as credits and payments from bank show as purchases. Can I switch it?

Hi there, 

 

Thanks for posting here in the Community. I'll be happy to help you with correcting your uploaded transactions.

 

If you've imported bank transactions using an Excel file, you can reverse the transactions by deleting the items manually in QuickBooks. Let me guide you through the steps:

  1. Go to the Banking menu.
  2. Click the For Review tab.
  3. Mark the items you want to delete.
  4. Click the Batch actions button and select Exclude Selected.
  5. Once done, go to the Excluded tab.
  6. Mark all the items to be deleted.
  7. Click the Batch actions button and select Delete.

Doing this will remove all the entries that are posted incorrectly. Once you're all set, you can now re-import the corrected file in QuickBooks.

 

I recommend you to check out this helpful article to know more about importing transactions in QBO: How to import bank transactions using Excel CSV files

 

If you have any additional questions or concerns please contact our support team using this link here