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stsd
Level 2

How to record a downloaded transaction bank feed that has a credit card payment and vice versa in Quickbooks Desktop Pro?

I downloaded the transactions from my bank (QBO) file that has payments to my business credit card. I would like to know how to record them in Quickbooks desktop pro (i looked up online & there are instructions on how to do it for Quickbooks online). Similarly i downloaded (QBO) file from my credit card & imported them to Quickbooks Desktop. It has similar credit transactions. I need to know how to record them.

Solved
Best answer April 03, 2020

Best Answers
Joseph_A
QuickBooks Team

How to record a downloaded transaction bank feed that has a credit card payment and vice versa in Quickbooks Desktop Pro?

I'm here to make sure you'll be able to change the transaction type, @stsd.

 

Let me provide you a steps on how to do it:

  1. Go to Banking menu then select Bank feeds.
  2. On the Bank Feeds Center select your bank account.
  3. Click  Transaction list, click on Added/Approved to view register.
  4. Double click the transaction that has CHK type.
  5. On the Bank Account drop down, select the account to transfer.

Let me include this article for future reference: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Drop any addition concern on the comment, I'll be glad to help.

View solution in original post

5 Comments 5
Michael K
Moderator

How to record a downloaded transaction bank feed that has a credit card payment and vice versa in Quickbooks Desktop Pro?

Hey there, @stsd. You're in the right place.

 

You can record them as a transfer from your Checking account to your Credit Card account. Just use the Transfer option on your Bank Feeds screen. Once you've marked it as a transfer, you can then match the other transaction from the other Bank Feed to the transfer you just created.

 

To find out more about reviewing bank transactions, check out: Add and match Bank Feed transactions in QuickBooks Desktop

 

Let me know if you have any other questions. I'll be here to make sure you get taken care of. Have a wonderful day!

stsd
Level 2

How to record a downloaded transaction bank feed that has a credit card payment and vice versa in Quickbooks Desktop Pro?

Hey Micheal,

 

Thanks for the quick response. Can you please let me know how to get to the transfer option? I'm in the bank feeds center and i'm not able to find the transfer option. It would be great if you can let me know step by step on how to get to the transfer option.

 

Thanks!

Rubielyn_J
QuickBooks Team

How to record a downloaded transaction bank feed that has a credit card payment and vice versa in Quickbooks Desktop Pro?

Thank you for getting back here, @stsd.

 

Let me walk you through on how to get to the transfer option.

 

Here's how:

  1. Go to the Banking tab.
  2. Choose Bank Feeds then Bank Feeds Center.
  3. Select your Bank account.
  4. Click on the Transaction List.
  5. In the Type drop down, select Transfer.

Once done, You can match other transactions from the other Bank Feed to the transfer you just created.

 

I've added this article to guide you about reviewing bank transaction: Add and match Bank Feed transactions in QuickBooks Desktop.

 

If you have other clarification, please don't hesitate to leave a comment below. I'll be glad to help you as soon as I can. Stay healthy and safe!

 

 

stsd
Level 2

How to record a downloaded transaction bank feed that has a credit card payment and vice versa in Quickbooks Desktop Pro?

Thanks Rubielun_J. I'm able to get to the transfer but the issue i'm running into is the following:

 

The transactions that were imported from QBO file from the bank has the type as CHK and i cannot find a way to change the type to TRANSFER. Please let me know how i can change the type of the transaction

Joseph_A
QuickBooks Team

How to record a downloaded transaction bank feed that has a credit card payment and vice versa in Quickbooks Desktop Pro?

I'm here to make sure you'll be able to change the transaction type, @stsd.

 

Let me provide you a steps on how to do it:

  1. Go to Banking menu then select Bank feeds.
  2. On the Bank Feeds Center select your bank account.
  3. Click  Transaction list, click on Added/Approved to view register.
  4. Double click the transaction that has CHK type.
  5. On the Bank Account drop down, select the account to transfer.

Let me include this article for future reference: Add and match Bank Feed transactions in QuickBooks Desktop.

 

Drop any addition concern on the comment, I'll be glad to help.

View solution in original post

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