cancel
Showing results for 
Search instead for 
Did you mean: 
Electric Wife
Level 1

Paymets in wrong category

How do I remove a payment from the checking account category and pt it into the undeposited funds category?

1 Comment 1
CamelleT
QuickBooks Team

Paymets in wrong category

I'll guide you in moving payment from your Checking account to the Undeposited Funds, Electric Wife. 

 

If you want to change how your transactions are recorded in QuickBooks, you'll need to change the account for Standard deposits. It will impact future transactions. Here's how:

 

  1. Click the Gear icon and choose Accounts and settings.
  2. Select Payments on the left panel, then click the Chart of Accounts section.
  3. Under Standard deposits, choose Undeposited Funds

 

However, if you only need to change a specific transaction, follow the steps below:

 

  1. Go to Transactions and choose Banking transactions
  2. Click the Checking account tile, then click the Categorized tab.
  3. Locate the transaction and click Undo.
  4. Select the For review tab and find the transaction you undo.
  5. Click Categorize, and under the Account dropdown, choose Undeposited Funds.

 

For further information, refer to this link: Un match downloaded bank transactions or move them to another account.

 

Additionally, I'll add this article to help you understand the difference between voiding and deleting transactions: Void or delete transactions in QuickBooks Online.

 

Hit reply if you need further assistance in moving your funds. I'll be around. Have a nice day!

Need to get in touch?

Contact us