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Level 1

Matching Credit card refunds that download as transfers

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!

Solved
Best answer January 17, 2019

Best Answers
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Moderator

Matching Credit card refunds that download as transfers

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:

 

  1. On the Banking page.
  2. Select the For Review tab.
  3. Locate and select the transaction.
  4. 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

4 Comments
Highlighted
Moderator

Matching Credit card refunds that download as transfers

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:

 

  1. On the Banking page.
  2. Select the For Review tab.
  3. Locate and select the transaction.
  4. 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

Highlighted
Level 1

Matching Credit card refunds that download as transfers

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

Highlighted
Moderator

Matching Credit card refunds that download as transfers

Hello, Mrs Coffee.

 

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

Highlighted
Level 1

Matching Credit card refunds that download as transfers

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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