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The transaction type should be Expense instead of Transfer. How can I edit this transaction type

 
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QuickBooks Team

The transaction type should be Expense instead of Transfer. How can I edit this transaction type

I'll help you make sure that all transactions are recorded correctly, jeanhee.kim.

 

If the transaction is directly downloaded from your bank, you'll need to exclude it in the For Review tab. Then, recreate it manually as a transfer. Here's how:

 

  1. Go the For Review tab under the Banking menu. 
  2. Select the transaction.
  3. Click Batch Actions, then click Exclude Selected.

Once excluded, follow these steps to recreate it as a transfer: 

 

  1. Click the + New button in the upper-left hand corner.
  2. Select Transfer.
  3. Select the correct bank accounts.
  4. Enter all others details and click Save and close.

If it's a manually recorded expense, you'll need to delete it. Then, recreate it as a Transfer to correct your records. Just follow the steps that I shared above on how to create a transfer.

 

You can also use this article as a guide on how to delete the expense transaction: Void or delete transactions in QuickBooks Online.

 

Lastly, you can run a Recent Transactions or Transaction List by Date to quickly review the transactions that you've made for the day. Just go to the Reports menu and look for Recent Transactions or Transaction List by Date in the search bar. 

 

Let me know if you need anything else. 

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