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timothyfloor-gma
Level 1

I uploaded a .csv file I created into my credit card account, and the charges show up in QB as credit card credits. How can I batch correct this?

I have already coded a lot of the transactions thinking they uploaded correctly and noticed by Profit
5 Comments 5
frr
Level 1

I uploaded a .csv file I created into my credit card account, and the charges show up in QB as credit card credits. How can I batch correct this?

If you had backed up before you imported, restore.  If there are not too many transactions, individually change them from credit to purchase.  If there are a huge amount of transactions..... you could change the amount on your csv to a negative or possitive (opposite of what you have) and import it once to duplicate and offset the original import.  Then import it again to have an actual batch.  Doing that, you will have a messy look in your register but I would think it faster.

Fiat Lux - ASIA
Level 15

I uploaded a .csv file I created into my credit card account, and the charges show up in QB as credit card credits. How can I batch correct this?

@timothyfloor-gma 

Utilize the deleter tool to remove the transactions. Then utilize the importer tool to import your data as Credit Card Charges and Credit Card Credits separately.

https://transactionpro.grsm.io/qbo

 

Utilize the trial version of a backup restore app if required.

https://rewindio.grsm.io/quickbooks

 

DD5448
Level 1

I uploaded a .csv file I created into my credit card account, and the charges show up in QB as credit card credits. How can I batch correct this?

how do I use the "importer tool" to upload credit card charges separately?  URGENT need help

Bryan_M
QuickBooks Team

I uploaded a .csv file I created into my credit card account, and the charges show up in QB as credit card credits. How can I batch correct this?

Hi there, @DD5448

 

To help you with your concern. I recommend contacting the app or the importer tool's support to guide you on how you can use it.

 

You can click the link that @Fiat Lux - ASIA provided and look for the contact information there.

 

To connect your bank and credit card accounts to QuickBooks Online and download your transactions. You can read through this article: Connect bank and credit card accounts to QuickBooks Online.

 

If additional queries about importing transactions into QuickBooks Online, never hesitate to reply to this post. I'll be willing to lend a hand. Have a good one!

Fiat Lux - ASIA
Level 15

I uploaded a .csv file I created into my credit card account, and the charges show up in QB as credit card credits. How can I batch correct this?

@DD5448 

QB Online or QB Desktop?

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