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teresa-teresahun
Level 1

When I import transactions from Paypal/Bank, some of the transactions are showing as income instead of an expense, how do I change that to reflect appropiately?

 
1 Comment 1
Jovychris_A
QuickBooks Team

When I import transactions from Paypal/Bank, some of the transactions are showing as income instead of an expense, how do I change that to reflect appropiately?

You can remove the imported PayPal/Bank transactions and make sure to edit the CSV file to show the amounts in the expense, @teresa-teresahun.

 

Simply click the Gear icon on the upper right and then select Imports. Select the PayPal/Bank account in question. Under Files imported, click the Trash can icon.


Once done, edit the CSV to show the correct format using an Excel application or any app that edits CSV files. You can reference the table below:

 

Then you can categorize the transactions with the correct expense categories.

 

You'll want to check further information about QuickBooks Self-Employed: QuickBooks Self-Employed Overview.

 

Let me know if you have other questions about importing bank transactions. I'll assist you anytime here. Take care!

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