Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
Welcome to your first post, kmannning3! The best way to fix this is by first deleting the Journal Entry, then recreating it as either an Expense or a Check. I'll provide you with a detailed guide through each step of this process.
In QuickBooks Online (QBO), you can't directly change a Journal Entry to an Expense. You will need to first delete the journal entry and then create a new transaction as an Expense or a Check, using the exact same details. Before deleting the Journal Entry, please make sure to note all the relevant information so that you can accurately recreate it. This will help ensure that your financial records remain consistent and accurate.
Here's how:
1. Navigate to the Gear icon, then Chart of accounts.
2. Find the account you created the journal entry for and then View register.
3. Locate the journal entry in the account register.
4. Open the journal entry to expand the view.
5. Select Delete.
6. Hit Yes to confirm.
Fore more details, you can visit this material: Reverse or delete a journal entry in QuickBooks Online.
Once done, you can create the transactions on the same page by following the steps below:
1. Hover over to the drop down arrow beside Add journal entry.
2. Choose Check or Expense to create a new entry.
3. Lastly, Save.
For future reference, you might find this article on best practices for reconciling your account helpful: Reconcile an Account in QuickBooks Online.
Additionally, for personalized guidance to maintain your financial records accurately, consider exploring our QuickBooks Live Expert Assisted service. This service offers comprehensive support, including proper transaction categorization and assistance with resolving issues like mismatched balance statements.
If you have any more questions or need further assistance as you manage your transactions in QBO, feel free to reach out. Remember, keeping your financial records accurate is crucial for your business, and we're here to help ensure you achieve that with ease. Have a wonderful day!
