I can help you manage these transactions in QuickBooks, @2atactics.
Thanks for posting on the Community page. Let me share some information about modifying imported and linked transactions.
QuickBooks Online allows you to adjust entries. For linked events, you’ll want to unlink them first before making any changes. Then you can split the payment to separate the freight fees. This way, you can match them properly to your downloaded bank transactions.
Here’s how:
- Go to the Sales menu, then All Sales.
- Locate the transactions you want to adjust and then select the dropdown arrow to View/Edit.
- Click the linked transaction or payment made hyperlink.
- Remove or uncheck the box on the entry.
- Press Save and close.
Once the transactions open, you can start modifying them. When you’re ready to Receive payment again, you can follow the outlined steps below to split:
- At the top, click the Create menu (+New) and select Receive Payment.
- Select the customer name and enter the Payment date.
- Enter Undeposited Funds in the Deposit to field.
- Select the invoice you want to pay, and click Save and close.
- Do this to the other invoices you want to include in the deposit.
You can check this article for reference on how to record your deposits in QuickBooks. Then you can start categorizing and matching them.
Regarding imported transactions, creating an adjustment is unavailable. You can only adjust the entry that was entered manually in QBO.
I also have a detailed guide here to ensure everything is accurate. You can visit our reconcile account article to learn more.
If you have any more questions, I'm always here to help. Have a safe and productive day ahead!