Matching Credit card refunds that download as transfers

Mrs Coffee · ‎January 17, 2019

Hi,

I'm having an issue where credit card refunds are downloading as "transfers" so I can't categorize them. (For example, an employee uses a company credit card to buy supplies, then returns some and gets a refund to our credit card. When I import the credit card data, more often than not the refund transaction will import as a "transfer" and then I can't categorize it because it's not an internal transfer.) I'm ending up with dozens of excluded downloaded transactions and manually entering the refunds. Is there a way to fix this?

Thanks!

Rose-A · ‎January 17, 2019

It's nice to see you here in the Community, Mrs Coffee.

I'd be happy to help you with correcting your transactions that show as a transfer in QuickBooks Online.

In order to fix this, you can click the downloaded transactions and choose the appropriate option to categorize them.

Here's how:

On the Banking page.
Select the For Review tab.
Locate and select the transaction.
Select the appropriate option to categorize.

You may find this article helpful: Assign, categorize, edit, and add your downloaded banking transactions.

Feel free to leave a Reply below if you have other questions.

View solution in original post

Rose-A · ‎January 17, 2019

It's nice to see you here in the Community, Mrs Coffee.

I'd be happy to help you with correcting your transactions that show as a transfer in QuickBooks Online.

In order to fix this, you can click the downloaded transactions and choose the appropriate option to categorize them.

Here's how:

On the Banking page.
Select the For Review tab.
Locate and select the transaction.
Select the appropriate option to categorize.

You may find this article helpful: Assign, categorize, edit, and add your downloaded banking transactions.

Feel free to leave a Reply below if you have other questions.

Mrs Coffee · ‎January 17, 2019

Thanks, I didn't realize you could change the type of transaction there!

Rose-A · ‎January 17, 2019

Hello, Mrs Coffee.

You're always welcome. You know where to find me if you have any other questions. Have a nice day.

gorgid · ‎July 22, 2020

Hello,

I have same issue. I can change transaction only one by one to show refund instead of transfer. The system does not memorize or change other similar transactions and still showing it as a transfer.

I tried to group them and change it , but the system does not let me. Also creating the Rule to show particular transaction as a refund does not work.

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Matching Credit card refunds that download as transfers