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VictoriaMt
Level 1

How to fix a transaction that appears as a deposit in Quickbooks but that is acutally a withdrawal in my account ?

Hello!

So I have a payment on my Credit Card that appears as a deposit in Quickbooks, and I don't know how to fix it. I can't download a CSV file from my bank for the credit cards, I've tried editing the transaction but I didn't find how. And I don't want to exclude it.

Solved
Best answer April 03, 2022

Best Answers
JoesemM
Moderator

How to fix a transaction that appears as a deposit in Quickbooks but that is acutally a withdrawal in my account ?

I can help you fix the deposit transactions, @VictoriaMt.

 

To fix the transactions that appear as deposits, you'll have to exclude them. I know, you don't want to exclude them but you can add them again as an Expense in the Transaction menu.

 

Let me guide you on how:

 

  1. Go to the Transactions menu.
  2. Find the receipts you want to exclude and select them to expand the view.
  3. Choose the Exclude this transaction checkbox.
  4. Click Save.

 

To learn more about this, please review this article: Exclude transactions in QuickBooks Self-Employed.

 

Once done, you can now manually add the transactions. Here's how:

 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a brief description.
  3. Browse the Select a category menu and choose the best option to organize your transaction.
  4. When you’re ready, hit Save.

 

Also, I've collected these articles that will help you categorize your transactions. Refer to the following articles for more information about the categories that we have in QBSE and on how to categorize them:

 

 

Please let me know if you have any other issues or concerns with your bank transactions in the comment section below. I'm always here to help. Have a good one, @VictoriaMt.

View solution in original post

3 Comments 3
JoesemM
Moderator

How to fix a transaction that appears as a deposit in Quickbooks but that is acutally a withdrawal in my account ?

I can help you fix the deposit transactions, @VictoriaMt.

 

To fix the transactions that appear as deposits, you'll have to exclude them. I know, you don't want to exclude them but you can add them again as an Expense in the Transaction menu.

 

Let me guide you on how:

 

  1. Go to the Transactions menu.
  2. Find the receipts you want to exclude and select them to expand the view.
  3. Choose the Exclude this transaction checkbox.
  4. Click Save.

 

To learn more about this, please review this article: Exclude transactions in QuickBooks Self-Employed.

 

Once done, you can now manually add the transactions. Here's how:

 

  1. Go to the Transaction menu and select Add Transaction.
  2. Enter the amount and a brief description.
  3. Browse the Select a category menu and choose the best option to organize your transaction.
  4. When you’re ready, hit Save.

 

Also, I've collected these articles that will help you categorize your transactions. Refer to the following articles for more information about the categories that we have in QBSE and on how to categorize them:

 

 

Please let me know if you have any other issues or concerns with your bank transactions in the comment section below. I'm always here to help. Have a good one, @VictoriaMt.

VictoriaMt
Level 1

How to fix a transaction that appears as a deposit in Quickbooks but that is acutally a withdrawal in my account ?

Thank you very much! I'm sure that'll work :)

GlinetteC
Moderator

How to fix a transaction that appears as a deposit in Quickbooks but that is acutally a withdrawal in my account ?

Hi, VictoriaMt.

 

You're very much welcome. 

 

If you have any other concerns, don't hesitate to add them below. The Community is always here to help.

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