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Tracyb42
Level 1

My transaction is showing as the payment has come out of cash account but it hasnt its come out of normal account how can i change it

 
1 REPLY 1
FritzF
Moderator

My transaction is showing as the payment has come out of cash account but it hasnt its come out of normal account how can i change it

Thanks for dropping by the Community, @Tracyb42.

 

The transaction may have been added manually, that's why it was recorded to the Cash account. If that's the case, the option to change/edit it is currently unavailable.

 

If you've connected your bank to QuickBooks Self-Employe (QBSE), the transaction will be automatically downloaded. Thus, you'll need to exclude the transaction that was manually added.

 

Here's how:

 

  1. In QBSE, go to the Transactions in the left navigation menu.
  2. Select the specific transaction.
  3. Place a checkmark on the Exclude this transaction box.
  4. Click Save to complete.

 

To learn more about removing transactions in QBSE, I suggest checking out this article: Exclude or delete transactions in QuickBooks Self-Employed.

 

Please leave a comment below if you have any other questions or concerns. I'll be more than willing to help. Have a great weekend!

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