Expense vs CC expense

Hi there, @cccam1. I want to ensure you'll be able to change the type of the imported transactions. Let's work together to achieve this. 

I appreciate you sharing details about your concern. Before we begin, let me first discuss some info about performing the process.

When importing credit card transactions to QuickBooks Online (QBO), below are the few things you need to consider to ensure they will upload correctly. Refer to the following:

• The transactions in the CSV files for credit card accounts may display in reverse. For instance, the deposits may show as negative amounts since paying your credit card to reduce your balance.
• To ensure that transactions will be imported accurately, you'll have to select the corresponding credit card account (not a bank account) when you upload the file.

For more information, please visit this article: Format CSV files in Excel to get bank transactions into QuickBooks.

Also, the option to change the transaction type is unavailable in QBO. As a workaround, you'll have to exclude the Expense transactions and recreate them to Credit card expenses. Here's how:

1. In your QBO account, navigate to the Bookkeeping menu and select Transactions.
2. Then, choose Banking.
3. From there, go to the For Review tab and select the checkbox of the transactions to exclude.
4. Next, click Exclude.
5. Once done, recreate the transaction as a Credit Card expense. 

The program also allows you to easily categorize transactions by creating bank rules. These speed up the review process and automatically put the entries into the right accounts.

Please let me know how the steps go. I'd love to hear any details about this. If you have additional questions about managing your credit card transactions, please don't hesitate to post a reply below. I'm always around and ready to lend a hand. Have a great day ahead. 

Hi, Thanks for your response.

Due to the number of transactions, it's not an option for me to manually recreate every single one.

The transactions are all categorized under this credit card account (see image for details) but still nowhere allows me to change it to a credit card expense. 

Hi, Thanks for your response.

Due to the number of transactions, it's not an option for me to manually recreate every single one.

The transactions are all categorized under this credit card account (see image for details) but still nowhere allows me to change it to a credit card expense. 

Thanks for keeping us updated, @cccam1. I'd like to provide additional details so you're able to categorize the transactions seamlessly.

The option to batch categorize the imported transactions is currently unavailable in QuickBooks Online. As a result, you'll have to edit the transactions manually one at a time. 

I suggest reviewing the Chart of Accounts to ensure the Credit Card Expense account is already set up. If not, you'll have to add the account. Here's how:

1. Click on the Settings ⚙ icon and choose Chart of accounts.
2. Hit New.
3.  Select either New account or New category. 
4. Once done, see the detailed steps from this module: Add an account to your chart of accounts in QuickBooks Online

 Then, categorize the transaction one more time. This time, you should be able to see the Credit Card Expense account from the drop-down list.

Once you're all set, feel free to read this article to keep your accounts in order: Reconcile an account in QuickBooks Online.

You're always welcome to post back if there's anything else you need help with about banking. We can also assist with any queries about QuickBooks in general. Keep safe!