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Anonymous
Not applicable

Trial balance has debit in credit card payments and a debit to expense accounts from the credit card statement Did add instead of transfer online bank payments? Fixable?

 
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Angelyn_T
QuickBooks Team

Trial balance has debit in credit card payments and a debit to expense accounts from the credit card statement Did add instead of transfer online bank payments? Fixable?

Hello there, @Anonymous.

 

Welcome and thank you for adding a post. I'm here to help you today!

If you're referring to adding the transactions from the online banking instead of transferring them from the For Review tab, you may need to undo the added transactions under In QuickBooks tab and do the transfer. Let me show you how.

 

  1. Look for the added transactions under In QuickBooks tab.
  2. Click Undo under Action.
  3. Go to the For Review tab.
  4. Look for the transaction.
  5. Select Transfer and select an account.

Feel free to add a comment below if you have any other questions, we're always here to help! Have a good day!

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