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SethWalworth
New Member

How can I CHANGE TRANSACTION TYPE from EXPENSE TO CREDIT CARD PAYMENT?

 
1 Comment 1
IrishNinoJ
QuickBooks Team

How can I CHANGE TRANSACTION TYPE from EXPENSE TO CREDIT CARD PAYMENT?

There's no direct way to change an Expense transaction into a credit card payment, Seth. Let me share a workaround you can follow.

 

We'll have to delete the Expense and recreate it using a Pay down credit card to avoid duplicate transactions. Here's how:

 

  1. Go to Expenses and select the Expenses tab.
  2. Locate the transaction you want to change. Then, click the dropdown under the ACTION column and choose Delete.
  3. Once done, recreate the transaction using the Pay down credit card from the New Transaction button.
  4. Select a credit card from the dropdown under Which credit card did you pay?
  5. Fill in the necessary details.
  6. Click Save and close.

 

expense.pngexpense1.png

 

In addition, you can check out this article to learn about recording expenses: Enter and manage expenses in QuickBooks Online.

 

Let me know if you have any further questions about Expenses, feel free to reply below. We're here to assist you 24/7.

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