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eciarrachi
Level 1

Chart of Accounts - Uncategorized Assets

I have transactions that are coming through the banking feed and being posted to the Uncategorized Asset bucket. When trying to add them, I am getting a linked to liability account error. How do I add them and remove them from the Uncategorized Asset category?

5 Comments
Rejeil_O
QuickBooks Team

Chart of Accounts - Uncategorized Assets

Thank you for posting here in Community @eciarrachi,

 

You can use the Bank or Credit Card category to add the transaction into your bank account. Therefore, you can edit the account type of your bank account to add the transaction and remove it in the categorize asset account. Here's how:

 

  1. On the left panel, click Banking.
  2. Select the bank account where the error found.
  3. Click the pencil icon and choose Edit account info.
  4. In the account type box, select either Bank or Credit Card account.
  5. Click the Save and Close button.

 

In case you need help reconciling your account, visit this link for the steps: Reconcile an account in QuickBooks Online.

 

If you have additional questions, don't hesitate to drop a comment below. I'll be happier to help. Have a good one!

eciarrachi
Level 1

Chart of Accounts - Uncategorized Assets

If I edit the account information and connect "Uncategorized Assets" to banking or credit card, will that duplicate the checking or credit card accounts I already have?  Right now I have 23 transactions under this bucket in QBO, can I transfer the record out to checking?    

MaryLurleenM
Moderator

Chart of Accounts - Uncategorized Assets

Good day, eciarrachi,

 

Changing the category won't duplicate the transaction.

 

You'll want to change the account category directly from the Expenses tab, here's how:

  1. Click Expenses on the left pane.
  2. Locate the transaction.
  3. Change the account you want under the Category column.

Here's an article for reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

Let me know if you need further assistance.

ISSSAMOA
Level 1

Chart of Accounts - Uncategorized Assets

You can't change the type of this account because it is reserved for the Online Banking feature.

 

is the prompt i get.  How to do change this?

Catherine_B
QuickBooks Team

Chart of Accounts - Uncategorized Assets

Hello there, ISSSAMOA.

 

Changing the type of account might affect your books. While we're unable to do so, you'll want to create a new account and then edit necessary transactions that are to post on the account. 

 

For more details in handling your accounts, you can check out these links: 

 

Let me know if you have other questions. You can always post them here. Take care!

 

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