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Join nowI'm using QuickBooks Online. I linked a personal credit card to QBO in order to speed up transaction entry. But, I want to record the transactions as expenses to be reimbursed which means I need to dis-associate them from the credit card (and when it's all cleaned-up, unlink the credit card). How would I do that?
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I appreciate your response, wsomek.
We can modify the transaction and unmatched it. Though, we need to make sure we transfer it to the correct account. Here's how to do it:
Here are helpful articles for more details:
Feel free to get back to me if there's anything else you need help with. The Community is open 24/7 to assist you. Take care!
Hello there, wsomek.
You'll have to exclude these transactions downloaded from your personal credit card account. Then, create an expense and select the account you want to use.
Exclude transactions:
Create expense:
Check out this article to know more about bank transactions in QuickBooks Online: Categorize and match online bank transactions in QuickBooks Online.
Stay in touch with me if you need further assistance in recording these transactions.
Ah. Okay, so my attempt to use the linked credit card account as a way to reduce data entry isn't going to work. Is that right? I was hoping there would be a way to unlink the transaction entries from the automatically created credit card account and then assign them to a manually created account.
Is there a different way to get those transactions entered into QBO and associated with the correct account - other than entering them manually, transaction-by-transaction?
I appreciate your response, wsomek.
We can modify the transaction and unmatched it. Though, we need to make sure we transfer it to the correct account. Here's how to do it:
Here are helpful articles for more details:
Feel free to get back to me if there's anything else you need help with. The Community is open 24/7 to assist you. Take care!
Thanks Ailene - I think this is what I was looking for.
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