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Info2340
Level 1

I just uploaded 4 months of transactions from my bank but the money in and the money out entries are the wrong way around. How can I rectify this?

 
1 REPLY 1
ShangY
QuickBooks Team

I just uploaded 4 months of transactions from my bank but the money in and the money out entries are the wrong way around. How can I rectify this?

Hi there, @Info2340.
 

Before proceeding, could you confirm how these transactions were uploaded? Were they manually imported, or are they from a connected bank feed?
 

If you manually uploaded the transactions, you can manually correct the entries.
 

Here's how:
 

  1. Go to the Transactions tab (Web: Left Menu, Mobile: Bottom Menu).
  2. Locate the incorrect transactions (filter by date range to focus on the 4-month period you uploaded).
  3. Click or tap on a transaction to open the details.
  4. Adjust the transaction type: If it's listed as Business Expense but should be Business Income, select Business Income from the category dropdown. If it's listed as Business Income but should be Business Expense, select the appropriate expense category. If the transaction is personal, select Personal to exclude it from your business records.
  5. Save the changes.
  6. Repeat these steps for each incorrect transaction.
     

If these reversed transactions came from a connected bank feed, you can disconnect and exclude the imported transactions. Afterwards, reconnect the bank account.
 

Let us know which method applies to your situation, and we'll guide you through any of the steps if needed.

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