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Level 1

Quickbooks incorrectly classifying bank outgoings as cheques rather than expenses

Hi,

 

When I sync transactions to my back account, some of my outgoings are incorrectly classified as 'cheques' and not expenses.  I never use cheques.  I have tried to change this through the edit functions on the desktop online but it is not an option.  The only workaround I have found is to open the transactions on my phone - on the mobile app it is very easy - when you open the transaction, there is the option to reclassify to expense or transfer, but this is clunky as I then need to go back to my computer to attach receipts etc.  

 

I have read all the things about this online and they just say to edit the expense, but on the desktop version there is no option for this to change to cheque to expense.  

 

I feel I am missing something very obvious - I can change the account it came from, the category the expense if classified as, but it remains as a 'cheque'

1 REPLY 1
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QuickBooks Team

Quickbooks incorrectly classifying bank outgoings as cheques rather than expenses

Hello and Welcome to the  Community, Lelog!

 

I appreciate you detailing the issue so thoroughly here. The option to change the transaction type for an outgoing payment should always show when the transaction is in the For-Review tab. 

 

When you click on the transaction in the For-Review tab, do you see the field heading 'Transaction type'? 

 

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