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Level 1

Some of my cc transactions have downloaded and appeared in the received column rather than the spent column, how do I rectify this?

 
3 REPLIES 3
QuickBooks Team

Re: Some of my cc transactions have downloaded and appeared in the received column rather than th...

Hi there, @emma11.

 

Classifications of the downloaded transactions (spent and received) are dependent on your financial institution. May I know your bank so I can check if we have open investigation about this?

 

Meanwhile, you can exclude them and manually upload the CSV file in QBO to correct your transactions and recordings.

 

Exclude transactions:

  1. On the left navigation, go to the Banking menu.
  2. Select the transactions.
  3. Click the Batch Action tab and choose Exclude Selected.
    1.PNG

Upload transactions:

  1. Go to your bank's website and follow the steps on how to download the transactions to your computer.
  2. Log in to your QBO account and choose the Banking menu.
  3. Hit the File upload button.
    2.PNG
  4. Select Browse and choose the file you downloaded from your bank.
  5. Continue the prompts.

To learn more, you can refer to this article: How to upload more than 90 days of bank transactions.

 

That should correct your bank transactions, @emma11.

 

I'll be waiting for your response, too. Once I have the details, I'll be glad to look into it for you. Have a good one!

Level 1

Re: Some of my cc transactions have downloaded and appeared in the received column rather than th...

Hello,

I have attempted your remedy by excluding transactions from one of the CSV files i had downloaded and then re-downloading it.  Again the transactions went into the incorrect column.

I should say that all of the transactions were downloaded from CSV files from my bank. I have checked all of the files and they're all the same, apart from the transactions figures obviously, however some of the transactions have gone into the correct column and some have not.  There doesn't seem any consistancy to this problem. Please help

QuickBooks Team

Re: Some of my cc transactions have downloaded and appeared in the received column rather than th...

Hello,

 

We have sent you an email - could you please look out for this. :)

 

Thanks,

 

Talia