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brightroad
Level 1

In Bank feed, debit card transactions come in as "check" type instead of "expense"and transaction number gets picked up as a check number. How can we change this?

If paid by debit card, definitely don't want to show as check. EFT/ACH payments also come through as "check", which is inaccurate but not as big of a deal. Unless we create a rule for each transaction, can't figure out how to fix this.
4 Comments 4
AlcaeusF
Moderator

In Bank feed, debit card transactions come in as "check" type instead of "expense"and transaction number gets picked up as a check number. How can we change this?

Hello there, brightroad.

 

It would be my pleasure to provide additional clarification on your question about the downloaded transactions.

 

Can you share with me the name of your bank? The data downloaded to the QuickBooks system will depend on the information provided by your bank. You can try logging into your bank's website and check the transaction type showing for the expenses.

 

If it's showing the accurate information, you can reach out to their Customer Support for further assistance. For now, you can use banking rules to ensure the downloaded transactions will show the correct types. I'm adding the article I recommend below for the detailed steps:

 

How to set and use banking rules for downloaded transactions.

 

Please let me know if I can be of any assistance. The Community will always have your back.

merima-burgic
Level 1

In Bank feed, debit card transactions come in as "check" type instead of "expense"and transaction number gets picked up as a check number. How can we change this?

Hi there,

 

I hope you're doing fine!

 

Can you please share if there was any update/upgrade to the QBO service with such bank operators? I'm experiencing this same issue with Mountain America Credit Union accounts. 

 

Any help would be much appreciated.

 

Thanks!

Merima

SashaMC
Moderator

In Bank feed, debit card transactions come in as "check" type instead of "expense"and transaction number gets picked up as a check number. How can we change this?

Welcome to the QuickBooks Comunity, merima-burgic. The investigation is still ongoing. Once there is an update, you will be notified. In the meantime, you could manually refresh the online banking connection. Here's how:

 

  1. Go to Banking on the left panel.
  2. Select Banking.
  3. In the Bank and Credit Cards section, select Mountain America Credit Union.
  4.  Click on the Update button.
  5. If prompted, input your Multi-Factor Authentication (MFA) credentials and select Continue update.
  6. Try to download the transactions.

 

You can follow our blog to keep up with the latest news and updates. The Community and I are here to assist you at any time. Let me know if you have any additional questions. Take care.

merima-burgic
Level 1

In Bank feed, debit card transactions come in as "check" type instead of "expense"and transaction number gets picked up as a check number. How can we change this?

Thanks!

 

We'll try this out and let you know more. 

 

Merima

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