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tunaman49
Level 1

Can i change a transaction under banking categorized as "transferred to uncatergorized asset" to "insurance auto"?

 
1 Comment 1
Jovychris_A
Moderator

Can i change a transaction under banking categorized as "transferred to uncatergorized asset" to "insurance auto"?

Yes, you can, @tunaman49.

 

I'd be happy guiding you on how to change the transaction category to another account category under banking.

 

Here's how:

  1. Go to Transactions/Banking and then select Banking.
  2. Select the For Review tab.
  3. Click the transaction and choose the account category in the Category drop-down list.

However, if you wish to change the category of account in the bank account register, please go to Chart of Accounts and click View register to select and update the account of the transaction.

 

Let me show you how:

  1. Go to the Gear icon on the top right and then select Chart of Accounts.
  2. Click View register and select the transaction.
  3. Select the drop-down list on the PAYEE/ACCOUNT column.
  4. Once done, hit Save.
    1.PNG

 

I'll add these articles as your references on how to find, edit and update account registers/banking transactions in QuickBooks Online:

 

Please let me know or tag me (@Jovychris_A) if you need further assistance. I'm always here to help. Have a great weekend!

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