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sharon12
Level 2

When uploading banking, why do deposits go into payments column - how to fix once uploaded. Thanks so much!

 
1 Comment 1
JanyRoseB
QuickBooks Team

When uploading banking, why do deposits go into payments column - how to fix once uploaded. Thanks so much!

Hello there, sharon12.

 

Good to see you here in QuickBooks Community. I'm here to help provide some insights about uploading banking transactions in QuickBooks Online (QBO). 

 

When uploading bank transactions there's a possibility that when mapping the amount it was categorize to payment instead of deposits column. In this case, you'll need to exclude those transaction and import it back to QBO. 

 

Here's how you can exclude transactions: 

  1. Go to Banking.
  2. Select the Banking tab.
  3. Click on your account.
  4. Select the transactions by placing a check in there check-boxes.
  5. Click on Batch actions.
  6. Choose Exclude Selected.

This will put the transactions in the Excluded tab. If you’ve excluded a wrong transaction, just click Undo to bring it back in the For Review tab.

 

Once done, you can now import your bank transactions using the WebConnect feature, you can check this article for the detailed steps: How to upload more than 90 days of bank transactions

 

If you need further assistance with the steps, I recommend calling our QuickBooks Online Support Team. They have additional tools to pull up your account and do a remote session. 

 

Here's how you can contact our phone support: 

  1. Go to: Get help with QuickBooks Online.
  2. Click the contact us link. 
  3. Select the Search for something else, and type-in Customer Support
  4. Click Search.
  5. Scroll-down and click Get Phone Number

This will get you on the right track. Don't hesitate to leave a comment if you have other concerns about bank transactions. Have a good one.

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