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Level 1

How can I reclassify a transfer?

 
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QuickBooks Team

How can I reclassify a transfer?

I'd like to share some steps on how to reclassify the transactions, robertoatlarge.

 

Do you use Online Banking to download transactions into QuickBooks? If this transfer was added to the wrong category, then let's undo it by following these steps:

 

  1. Go to Banking > Reviewed tab.
  2. Find the transaction and click the Undo link under the Action column. This will add the transaction back to the For Review section.

Once done, the next instruction will let you reclassify the transfer to the correct account.

  1. In the For Review tab, select the transaction and classify it with the correct account.
  2. Click the Add button.

Please see this sample screenshot:

 

 

I'm also adding this article for future reference: Assign, categorize, edit, and add your downloaded banking transactions.

 

Feel free to get in touch with me if you need anything else. Thanks.

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