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JGuynes
Level 1

How to change a credit card credit to a credit card charge

I just manually inputted a years worth of credit card charges as credits, is there an easy way to correct that or am I going to have to delete each one and start over?

Solved
Best answer August 10, 2023

Best Answers
DHeraV
Moderator

How to change a credit card credit to a credit card charge

Welcome to the Community forum, @JGuynes.

 

To answer your query, it would be better to manually delete each of the Credit card credit entry and start over by entering them as charges or expenses. I understand that it's time-consuming, but it's the best way to properly record those entries in QuickBooks.


Below are the steps on how to delete:
 

  1. In your QuickBooks Online (QBO) account, go to the Expenses tab.
  2. In the Expenses section, locate and select the Credit Card Credit you want to delete.


     
  3. On the transaction page, click on More, then select Delete.


     
  4. Once ready, click on Yes.

 

You can also check out this article to learn how to review downloaded bank and credit card transactions in QuickBooks: Categorize online bank transactions in QuickBooks Online.
 

Should you require any further aid with managing your expenses or any other matters, please let me know by simply leaving a response below. I'll make sure to get back and provide you with the necessary assistance.

View solution in original post

1 Comment 1
DHeraV
Moderator

How to change a credit card credit to a credit card charge

Welcome to the Community forum, @JGuynes.

 

To answer your query, it would be better to manually delete each of the Credit card credit entry and start over by entering them as charges or expenses. I understand that it's time-consuming, but it's the best way to properly record those entries in QuickBooks.


Below are the steps on how to delete:
 

  1. In your QuickBooks Online (QBO) account, go to the Expenses tab.
  2. In the Expenses section, locate and select the Credit Card Credit you want to delete.


     
  3. On the transaction page, click on More, then select Delete.


     
  4. Once ready, click on Yes.

 

You can also check out this article to learn how to review downloaded bank and credit card transactions in QuickBooks: Categorize online bank transactions in QuickBooks Online.
 

Should you require any further aid with managing your expenses or any other matters, please let me know by simply leaving a response below. I'll make sure to get back and provide you with the necessary assistance.

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