Can CC-Credit be edited to Expense in the American Express Register for multiple entries?

Hi there, @hairfieldfloors.

Welcome to the Intuit Community. I can share some information about editing transactions on the Register.

The option to edit a CC Credit to Expense is unavailable. If you've selected the wrong transaction type, you will have to delete it and re-create with the correct information.

Here's how to delete:

1. Click the transaction.
2. Click Delete.
3. Choose Yes.

Here's how to add an Expense:

1. Click Add Expense.
2. Choose Expense.
3. Enter the information.
4. Click Save.

While the option to modify the transaction type is not yet available, I recommend you send you product suggestion to our engineers. Doing this helps them understand where we can improve and what features should be added so we can better serve you. Just click the Gear icon and choose Feedback.

Let me know if you have other concerns about register. I'm still here to offer my help. Have a wonderful day ahead!

AMEX is a Credit Card. That means the Spending "expense" is Credit Card Charge. Returns/Refunds are Credit Card Credit.

What you asked is to change the Transaction Type, which doesn't matter; it's already the Right Type of entry. What you need to do is change the Details; whatever you returned or got refunded for is the Details, not the Transaction Type.

Absolutely bonkers... AMEX doesnt link the transactions for the whole statement...only one of the cardholders gets "auto imported". Had four months to input each with 500+ transactions. Wrote out each one of them by hand in an excel then imported and then found out it imported in the wrong column... Had to go in and delete close to 2000 transactions by HAND. And then re-import. 
Ridiculous. 

Hi there, @vlad760.

QuickBooks is dependent on the transactions that are transmitted from your bank. To verify on why only one card is imported automatically, I recommend reaching out to your financial institution. They'll be able to check the accounts that are connected.

Here's a link that you can visit about managing credit card connections in QuickBooks Online for reference: About bank or credit card setup. 

On the other hand, when expenses where posted into an incorrect account, the best fix is to delete and recreate the entries. I can see the importance of having the option to edit the transaction and get your work easier.

Our developers are continuously gathering preferences form our users and put them into consideration to improve the product. I encourage you to visit our Product and Industry News site to stay in the loop about our latest updates.

I'm just a few clicks away if there's anything else you need. Have a prosperous new year!

This answer sucks.  Why did QB dumb down the program when going to desktop to online.  I should only have to go in and edit the transaction, not delete and start over!  I used to love QB but now I absolutely hate it!

Same issue here! I manually uploaded the missing months of activity for my AMEX using a .csv file. After categorizing ALL transactions and running a profit and loss report, I found the issue with each manually uploaded transaction applied as a CC-Credit. WTH????

HELP!

Hi aristotlekevin!

Thanks for posting here. Allow me to assist you with the downloaded Amex transactions.

Credit card accounts are a liability in nature. The way transactions are posted is different from the regular checking or saving bank accounts. 

You'll want to review how you set up the Amex account in QuickBooks Online. Make sure to add them as credit card accounts and not banks. Follow these steps:

1. Go to the Accounting menu and select Chart of Accounts.
2. Locate the Amex account and select Edit from the View register drop-down under the Action column.
3. Verify the Account Type and make sure it is a Credit Card.
4. Tap Save and Close.

Also, please check this article: Format CSV files in Excel to get bank transactions into QuickBooks. This will show you how to properly format the CSV files so that the transactions will be posted accurately.

Need help in balancing your books? Here's an article for you: Reconcile an account in QuickBooks Online. This will explain more how to match your credit card and bank statements to your accounts in QuickBooks Online.

I'll be here if you have additional concerns. I'll be here!

Same here!

Hello, @JOvery. I'm here to help you with your concerns.

I'd like to know more what's your issues or goal to achieve. This way, it will help me locate the exact resolution for you.

Any additional information is appreciated. I'll wait for your response.