Chase did not import transactions beyond 90 days. So I found a program to convert my PDF statements into excel files and imported the transactions into QBO. Went to Categorize them and realized that all charges are listed as "received" income, and all payments to the credit card are listed as "spent" income. Is there a way to change them from received to spent? Is there a way to delete the imported transactions in bulk and reimport them? (I'm assuming i would have to put numbers in as negative amounts in my excel file at that point)
When transactions are already imported in QuickBooks Online, changing the amount columns from Money Received to Money Spent is unavailable. Though, you can delete the transactions and re-import them again by following these steps:
On the left panel, click Banking.
From the Banking page, click the For Review tab.
Find and check the boxes of the imported transactions.
Click the Batch Actions drop-down menu, and choose Exclude Selected.
Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them:
From the Excluded section, check the boxes of the transactions you want to delete.
Click the Batch Actions drop-down menu, and select Delete.
Click Yes to confirm.
Then, you can re-import the bank transactions again.
No matter what I do, all of the transactions are imported into the "received" column. I am importing a csv file from Bank of America. The CSV file has all of the transactions in one column. I tried using the one column setting and all data was imported into the "received" column, including the purchases. I tried using the two column setting, and again, all of the data was imported into the received column. I tried switching the columns--still, the wrong column was imported into the received column ONLY. It does not seem to map anything into the "spent" column.