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JGonzales
Level 1

Imported data comes in as payments to our credit card rather than charges to our credit card so I am unable to reconcile our account. How do I change these transactions from payments to charges?

Imported data comes in as payments to our credit card rather than charges to our credit card so I am unable to reconcile our account. How do I change these transactions from payments to charges?

2 Comments 2
Carneil_C
QuickBooks Team

Imported data comes in as payments to our credit card rather than charges to our credit card so I am unable to reconcile our account. How do I change these transactions from payments to charges?

Thank you for visiting the Community, @JGonzales. Let me assist you today, so you’re able to change the category of your transaction from payments to charges in QuickBooks Online (QBO).

 

Select the corresponding credit card account to ensure that these transactions are imported accurately. Otherwise, you can change the category of your transactions by following the steps below:

  1. In your QuickBooks Online (QBO), click Transactions from the left menu, then select Banking.
  2. Go to the Categorized tab.
  3. Look for the transactions and click Undo.
  4. Go back to the For review tab and categorize the transactions correctly.
  5. Click Add.

    bank.png

 
Additionally, you may also consider uploading your transactions manually using a CSV Format in QBO.

 

For your reference, you can also check out this article for more information: Categorize and match online bank transactions in QuickBooks Online.

 

When everything is set, you can now proceed with the reconciliation process. This make sure your QuickBooks transactions match your bank and credit card statements.

 

Please feel free to get in touch with me here for any additional questions about managing your bank transactions. The Community always has your back. Have a great day!

SBCS
Level 1

Imported data comes in as payments to our credit card rather than charges to our credit card so I am unable to reconcile our account. How do I change these transactions from payments to charges?

The issue is that the CSV file has to have the amount column as a negative number.  However, the negative number cannot be formatted with parenthesis, i.e. ($5.00), it has to be formatted as -$5.00. 

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