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I set up my new QBO and when it transferred my bank acct information it created check numbers for credit card transactions. How do you change the REF # & Type?

 
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QuickBooks Team

I set up my new QBO and when it transferred my bank acct information it created check numbers for credit card transactions. How do you change the REF # & Type?

Welcome to the Community, @pivotalmachine.

 

The ability to change the reference number and type when transactions are sync from a bank is unavailable in QBO. Although, you can check it with your bank if you can change it through them.

 

Otherwise, you can click the transaction and add a memo for additional information in regards to the reference number and type.

I'll add these articles as your reference on how to review bank and credit card transactions after this has been sync to QBO:

 

Please feel free to leave a message to this post if you have questions. I'm always here to help. Have a good one!

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