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How do I get a payment to show as a payment instead of a transfer?

 
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How do I get a payment to show as a payment instead of a transfer?

Thank you for asking in the Community, @jfolk.

 

I'd like to share some insights about changing your bank transactions. If the expense is showing as transfer on your bank register, you will have to delete this transaction and manually create either an expense, check or bill payment in QuickBooks.

 

Here's how:

 

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account and click the View register.
  3. Tap the transfer transaction and click the Delete option (make sure to copy the necessary details).
  4. Choose Yes when prompted.
  5. Create an expense by clicking the + New icon on the left-side panel.
  6. You can either choose Expense or Check to recreate the payment.
  7. Enter all the necessary details, then click Save and close.

 

However, if this transfer is automatically downloaded from your bank, you'll need to undo the accepted transaction and update it with the correct category. You can learn more about this through this community post: https://quickbooks.intuit.com/learn-support/en-us/banking/how-do-i-change-a-bank-transfer-to-a-payme....

 

Additionally, you can check this related article for more details: Assign, categorize, edit, and add your downloaded banking transactions.

 

Know that I'm always here if you have other questions or concerns. I'm always here to help. Have a nice day!

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