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Level 1

Transfers

When transactions come into the review section of QBO from syncing from my bank some of the transactions come in under a category of "transfer". when I try to change it to an expense account, I click the down arrow and the only equity accounts appear so I do not have any option to change it to an expense account.  How can I correct this because they are expenses.

Neil

5 Comments
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Intuit

Transfers

Hello,

If you have them marked as transfers, it will only list asset and equity accounts.  If this item was NOT a transfer from 1 bank account to another kind of asset or equity account that you're tracking... then you need to change the radio button from Transfer to Add and then you can select an expense account.

Highlighted
Level 1

Transfers

Thanks. I'm having the same issue. Where is the radio button found? How do you get to a page where that change is offered? Thanks!

Highlighted
Intuit

Transfers

When in the For Review section, click on any of the actual transaction to reveal more detail about it and you will see the button where you can change it to either Add, Match, or Transfer. (see picture)

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Level 1

Transfers

I am not in the review mode.  The client has already accepted the transaction so how do you change in from the bank account

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Level 10

Transfers

"client has already accepted the transaction "

If you delete the transaction, then it will be put back in For Review, where you can change it to an "Add" on top left of expanded transaction, and then select an expense account, and click "Add" on right

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