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wenrickd
Level 1

American express expenses end up in bank account as credits rather than charges/expenses. How to change to debit from credit?

 
1 Comment 1
DebSheenD
QuickBooks Team

American express expenses end up in bank account as credits rather than charges/expenses. How to change to debit from credit?

Hi there, @wenrickd. I'm here to help you change your bank account.

 

When your bank is connected to QuickBooks Online (QBO). QuickBooks will only depend on your bank information.

You can log in to your bank's website to see if the transaction is correct. If yes, you can upload it manually because we don't have a way to change it. However, if the transactions were already downloaded we can exclude them, and do the manual upload.

 

For good practice, you can match and categorize your downloaded transactions to ensure they go to the right accounts and prevent duplicates.

 

To make sure they match your real-life bank and credit card statements, you may reconcile them. Please browse this resource for the steps on how: Reconcile an account.

 

Swing by here if you have other questions about managing bank accounts or if you're referring to something else. I'll be more than willing to help. Have a nice day.

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