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Quickbooks added a transaction from my bank account as a transfer, how do I change it to an expense?

 
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QuickBooks Team

Quickbooks added a transaction from my bank account as a transfer, how do I change it to an expense?

 

Hello there, @funeralhomeinfo.

 

You can go to the For Review tab and link the transaction to an expense account in QuickBooks Online (QBO).

 

Here's how:

  1. Go to Banking, then click Banking.
  2. Click the For Review tab.
  3. Select the transfer transaction.
  4. Under Category, click the drop-down menu.
  5. Choose an Expense account.
  6. Click Add.

Here are some resources that can help guide you more about downloading your transactions in QuickBooks:

Reach out to us if you have further questions. Have a good one!

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