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Level 1

How do I change "received" transactions to "spent" transactions in credit card feed? Imported data and QBO listed charges as "received" and payments as "spent"

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)
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QuickBooks Team

How do I change "received" transactions to "spent" transactions in credit card feed? Imported data and QBO listed charges as "received" and payments as "spent"

Hello there, 1touchautorepair.

 

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:

  1. On the left panel, click Banking.
  2. From the Banking page, click the For Review tab.
  3. Find and check the boxes of the imported transactions.
  4. 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:

  1. From the Excluded section, check the boxes of the transactions you want to delete.
  2. Click the Batch Actions drop-down menu, and select Delete.
  3. Click Yes to confirm.

Then, you can re-import the bank transactions again.

Here's an article for more information: Import Bank Transactions Using Excel CSV Files.

 

If you have any additional questions or concerns, please don't hesitate to reach out to me. Thanks.

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Level 1

How do I change "received" transactions to "spent" transactions in credit card feed? Imported data and QBO listed charges as "received" and payments as "spent"

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.

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QuickBooks Team

How do I change "received" transactions to "spent" transactions in credit card feed? Imported data and QBO listed charges as "received" and payments as "spent"

I can help you sort this out, @tamar1.

 

When importing your bank transactions using a CSV file, there's a certain format to follow. 

 

If using the 3-column template, here's how it  should look when mapping it in QuickBooks:

 

Meanwhile, if you're using the 4-column template, here's how:

Feel free to leave your comments below if you have other questions. I'm always here to help.

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Level 1

How do I change "received" transactions to "spent" transactions in credit card feed? Imported data and QBO listed charges as "received" and payments as "spent"

I think the problem is in your CSV, not with QB. BofA shows charges as positive amounts and payments as negative amounts in parenthesis. 

 

See this link for more info: https://quickbooks.intuit.com/learn-support/en-us/bank-transactions/import-bank-transactions-using-e...

 

Here are some formatting restrictions for CSV files:

  • Special characters are not allowed:
    • Characters such as #, %, and & anywhere in the file.
    • Using brackets ( ) for negative amounts: (234) should be -234.
    • Currency symbols: $234 should be 234.
    • Commas to separate thousands (2, 111 should be 2111).

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