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

I am using project mode in quickbooks. When quickbooks sees an online payment in my checking register it automatically thinks it is a payment to a credit card.

When I try to change the transaction to a job expense quickbooks will not let me and wants me to assign it to a credit card payment and will not let me code it to the appropriate job #. . I pay all my vendors via online checks so its very frustrating
1 Comment
QuickBooks Team

I am using project mode in quickbooks. When quickbooks sees an online payment in my checking register it automatically thinks it is a payment to a credit card.

Hi there, walnutcreekbuild,

 

I'm here to help ensure your online payments are applied to a job expense in QuickBooks Online.

 

Are you getting the same error as shown in the screenshot below?

 

This happens when the transaction you're trying to add is tagged as Transfer. That's why you're unable to change the payment to a job expense.

 

You'll want to exclude this entry to remove it on the banking feeds. Then, manually enter a billable expense to incur the transaction to your customer.

 

To exclude the expense:

 

  1. Go to Banking from the left menu.
  2. On the Banking page, select the For Review tab.
  3. Select the checkboxes of the transactions to exclude.
  4. From the Batch actions drop-down, choose Exclude Selected.

You can also refer to the Exclude expenses from downloaded bank transactions for more details.

 

Let me know if you have follow-up questions, and I'm always right here to help you out.

Need to get in touch?

Contact us