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kensbbservice
Level 1

I had to undo several old credit card deposits to rematch them correctly on a closed bank account. They r showing up as a debit instead of a credit on the for review tab

 
1 Comment 1
FritzF
Moderator

I had to undo several old credit card deposits to rematch them correctly on a closed bank account. They r showing up as a debit instead of a credit on the for review tab

Thanks for reaching out to the Community, @kensbbservice.

 

You can exclude the credit card deposits that are showing as debit instead of a credit in the For Review tab.

 

Here's how:

 

  1. In QBO, go to the Banking menu at the left pane to get to the Banking page.
  2. In the For Review tab, place a checkmark on the credit card deposits.
  3. Click the Batch actions drop-down and hit Exclude Selected.             

 

They're now moved to he Excluded tab for reference or review, but are not tracked or reported. To completely delete them, here's how:

 

  1. Go to the Excluded tab, then place a checkmark on the credit card deposits.
  2. Click the Batch actions drop-down and pick Delete.                 

 

For further guidance, refer to this article: Exclude downloaded bank transactions.

 

Then, if your financial institution allows, you can download them again by clicking the Update button on the Banking page. 

 

If not, you can manually import/upload the transactions to QuickBooks Online (QBO). For more information, consider checking out this article for the detailed steps on how: Manually upload transactions into QuickBooks Online.

 

Please reach out to me in the comment below if you have any other issues or concerns. I'm always here to help. Have a wonderful weekend!

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