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Thanks for getting back to us, @dale-aspire2grow.
QuickBooks Online (QBO) is dependent on the transactions that are transmitted from your bank. If the credit card transactions are posted into an incorrect account, the option to edit or change it is currently unavailable.
As a workaround, you can delete (exclude) and recreate them with the correct information. Here's how:
Once done, you can recreate them directly in the register. Here's how:
For more insights about managing bank transaction in QBO, consider checking out these articles:
Please know that I'm only a post away if you have any other questions or concerns. I'll be more than willing to help. Have a good one!
Let me help you sort this out, @dale-aspire2grow.
It's possible that these transactions were auto-added and auto-categorized. Let's undo and re-categorize these transactions. This way, we can post it to the correct accounts.
Here's how to undo them:
Now, you can manually review each credit card transaction and make sure that it's added as an expense.
However, if these transactions were manually imported to your account, you can undo and exclude each transaction. Here's how to exclude them:
Once completed, you can review the file that contains your transactions and make sure that it follows the correct format. You can follow any of these:
Once completed, you can re-import your Bank of America credit card transactions again.
Also, I've added these articles to help you manage your downloaded bank transactions:
Let me know if you have other questions about managing your bank transactions. I'm always here to help.
I've followed the steps exactly as you stated, but when I click confirm, there is no place to change from a CC-credit to Expense. Why are all transactions coming from BoA as credits and not expenses?
Thanks for getting back to us, @dale-aspire2grow.
QuickBooks Online (QBO) is dependent on the transactions that are transmitted from your bank. If the credit card transactions are posted into an incorrect account, the option to edit or change it is currently unavailable.
As a workaround, you can delete (exclude) and recreate them with the correct information. Here's how:
Once done, you can recreate them directly in the register. Here's how:
For more insights about managing bank transaction in QBO, consider checking out these articles:
Please know that I'm only a post away if you have any other questions or concerns. I'll be more than willing to help. Have a good one!
Thanks - I just finished entering all credit card transactions manually from August forward. That balanced everything.
I beleive I am having the samw problem- as a new QBO user I have already accepted all the charges in error as credits. I did not realize my error until I went to reconcile and they are all show up under the payments tab instead of the charges tab. It looks like there is no way to bulk delete OR edit already accepted transactions. i will need to delete each individual transaction and re-enter it. Is this correct?
We're so glad to see you hanging in the Community, @VirginiaS.
Allow me to chime in and clear things up for you.
When you connect your credit card account to QBO, transactions may appear in reverse on credit card accounts. For instance, because paying off your credit card lowers your debt, deposits may appear to be negative sums.
We will need to undo and exclude these transactions in the banking tab, then record them manually.
Let me show you how:
You can immediately recreate them in the registry once done. Proceed as follows:
As always, we suggest reconciling your accounts to keep your books accurate.
You can also manually upload your bank and credit card accounts instead of connecting them to QuickBooks. You usually download this file from your bank. This way, you can ensure the data is in the proper format before uploading. Here's an article that you can utilize to learn more: Format CSV files in Excel to get bank transactions into QuickBooks
Should you have any follow-up questions or concerns, don't hesitate to post again or leave a comment on this thread. We're always here to help you out.
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