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Level 2

Can I re-import credit card transactions? There are a few transactions that have imported incorrectly (example: transaction has the wrong amount - I can't edit amount)

 
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Best answer March 29, 2020

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Highlighted
Level 2

Can I re-import credit card transactions? There are a few transactions that have imported incorrectly (example: transaction has the wrong amount - I can't edit amount)

I figured it out.

Gear > Bank Accounts > Delete card account. Then reconnect account.

Thanks.

View solution in original post

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Moderator

Can I re-import credit card transactions? There are a few transactions that have imported incorrectly (example: transaction has the wrong amount - I can't edit amount)

You'll want to delete the imported transactions first, xm38q2btec95g4.

 

Before you re-import the transactions with correct information, delete the old one first. This is to make sure you don't have duplicates.

 

Here's how:

  1. Click the Gear icon.
  2. Select Imports.
  3. Select the account where you imported it.
  4. Click the Trash icon beside the imported .CSV file.
  5. Select Delete.

I'll be here if you need further help.

Highlighted
Level 2

Can I re-import credit card transactions? There are a few transactions that have imported incorrectly (example: transaction has the wrong amount - I can't edit amount)

Thanks! however...

  1. I clicked the Gear icon. 
  2. Selected Imports
  3. Selected the account where you imported it.
  4. Next page has no trash icon(s) beside (any) imported .CSV files.
  5. No Delete button, only a Browse button to select downloaded .CSV file

I am working with QuickBooks Self-Employed in browser.

Thanks again,

Dana

Highlighted
Level 2

Can I re-import credit card transactions? There are a few transactions that have imported incorrectly (example: transaction has the wrong amount - I can't edit amount)

I figured it out.

Gear > Bank Accounts > Delete card account. Then reconnect account.

Thanks.

View solution in original post

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