How do i change the customer assinged to an expense?

Hello there, VincentOH.

I want to ensure that I can offer the best answer to your concern. But I need more information about what you're going through. 

I'd like to ask for a screenshot of your expense screen and profitability by customer report. This is to check any reported issues and ensure we can provide the appropriate resolution. 

I'd appreciate any information you can share. I'm also looking forward to your reply and working with you again.

The profit loss attached show the $139.62 charge under Maplegrove.  

The reclassify transaction show the $139.62 amount under Presley.

Thanks for your immediate and detailed response, VincentOH. This issue with a mismatch customer assigned to an expense in QuickBooks Online (QBO) is likely due to the browser, so let's work together to troubleshoot and resolve it.

Start by pulling up your QuickBooks Online (QBO) account using a private browser (incognito). Here's how:

• Press Ctrl + Shift + N (Google Chrome)
• Ctrl + Shift + P (Firefox)
• Control + Option + P (Safari)

Once signed in, run the Profit and Loss report and reclassify the transaction using the accountant tool.

If the customer names match, return to your default browser and clear its cache. After that, log out and then log back into your account. This will refresh the system and remove older data that causes viewing and performance issues. 

However, if this matter continues, I'd recommend using other supported browsers.

Also, you can access a variety of sales and expense reports to track your business finances. For guidance on customizing, printing, emailing, or exporting any of them, please see this article: Run reports in QuickBooks Online.

In case you need further assistance fixing your data and managing expense transactions, please let me know in the Reply section below. I'll circle back to help you further.

Why does everyone assume this is a browser issue? 

• I have tried it locally in my PC using normal browser and incognito.  Using Chrome both times.
• I have logged into another PC that has never used QBO. Using Chrome and Edge.
• The issue persists.  

Where can we look at the data that pulls for each of these areas of the application?  I spent 1.5 hours on the phone w/ support and they say that it is because the report is being ran by Class.  This is not a feature in Simple start so I don't see how it is related.  

Hello, VincentOH. I understand how frustrating it can be to encounter issues even after following the troubleshooting steps provided by my colleagues. It can certainly be frustrating when things don't work as expected. 

Let me explain the difference between Profit and loss and Reclassify Transactions in QBO. The Profit and Loss report is a financial statement that provides a comprehensive overview of a company's revenues and expenses over a specific period, typically a month, quarter, or year. The report is divided into two main sections: income and expenses. The income section lists all the sources of revenue generated by the company, such as sales, services rendered, and interest earned. The expense section, on the other hand, lists all the costs incurred by the company, including salaries, rent, utilities, and other operational expenses. 
 

On the other hand, the Reclassify Transactions report is a tool in QuickBooks Online that allows users to move transactions from one account to another. This tool is useful when a user mistakenly assigned a transaction to the wrong account or needs to reorganize the accounts for better reporting. The report shows all the reclassified transactions, the original account they were assigned to, and the new account they were moved to. 
 

I know you've reached out to our customer support team. To ensure this issue is resolved promptly, I highly recommend contacting our customer support team again. They have the expertise to investigate the case properly and provide you with the appropriate solution. You can rest assured that they will do their best to assist you in resolving this matter as quickly and efficiently as possible.

Check out these articles to track your financial standing and learn how customization works in QBO: 
 

• Customize reports.
• Customize invoices, estimates, and sales receipts.

Feel free to reply in this thread if you require additional assistance running reports in QuickBooks Online. We'll be excited to have you back and assist you further. Take care!

AileneA,

Did you read my original comment?  The transaction is showing on the profitability report under the wrong customer.  I have tried multiple times to assign this to a different customer.  It is stuck with the wrong customer.  The reason for me brining up the reclarification screen is ONLY because the customer is correct on this screen.  How can i assign this transaction to the correct customer?   

Hi VincentOH,

I can see that we've already given you the initial troubleshooting steps. I suggest reaching out to our QBO Support so they can investigate this further using additional tools.

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:
   • Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you decide you need further help, you can still Talk to a human.
   • Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
     • Start a chat with a support expert.
     • Get a callback from the next available expert.
        

If you have other questions in mind, feel free to go back to this thread.

JessT, 

As I mentioned above I have called support and they are convinced that the issue is related the "Class" configuration that I do not have access to change.  They are no longer looking into the issue.  Generally I have better luck here getting an answer however I am stuck with a data / platform issue and no one is able to look into the data and provide a way to correct the issue.

After much research I have finally found a way to view both client's at the same time.  In the attached screen shot you can see that the credit line is attached to the correct company and the debit has the wrong company.  How can we adjust the debit to match the credit?  When I attempt to edit either line it always opens the same transaction.  

Hello VincentOH,

I'm here to enlighten you on why the Journal report shows a different company name under the same transaction.

It's possible that you've assigned a different company name on the expense transaction. Thus, the CUSTOMER column shows two different names. To fix it, you'll have to open the transaction and modify the assigned CUSTOMER / PROJECT.

Here's how:

1. On the Journal Report page, go to the CUSTOMER column.
2. Click Maplegrove.
3. On the Expense page, modify the CUSTOMER / PROJECT and ensure to select the correct company name.
4. Click Save and close.

Furthermore, if you want to print reports, you can check this article: Print reports.

I'm always around whenever you have concerns about running reports.

Adrian_A,

Unfortunately I do not see an option to modify the Customer/Project. I have attached a copy of the Expense screen in my QBO.

Thanks for updating and the screenshot, @VincentOH. Let me share some insights about this concern of yours. 

After reviewing the screenshot you provided, I have noticed that the column for Customer/Project is missing. To address this issue, you can navigate the settings and enable the Track expenses and items by customer option. To do so, here's how to.

1. Go to the Gear icon.
2. Choose Account and Settings.
3. Find the Expenses tab.
4. Under the Bills and expenses section, tick the Track expenses and items by customer.
5. Hit Save, then Done. 

Also, please ensure you've linked the bank transaction to the expense so the assigned customer or project will appear.

If you want to make your reports more personalized, you can check this article: Customize reports in QuickBooks Online.

You can always return to this forum if you have other questions about modifying your Customer/Project. We're always glad to assist you.

@SheandL  If you look at my prior screen shot I have the expense assigned to Presley.  This is the customer I want to show on the report.  However the profitability report is showing Maplegrove.  I have changed this multiple times and it never updates.  

@Adrian_A  do you have any recommendations?

Hello, @VincentOH.

I understand how challenging it can be to encounter difficulties when trying to change the customer assigned to an expense. I'm here to help you resolve this issue and get back on track.

To ensure accurate processing of the expense transaction in QBO, it's important to first verify that the assigned customer in the linked online banking transaction matches. By doing so, we can avoid any potential errors and ensure a smooth experience for all parties involved.

I completely understand that you have already reached out to our call support .However, I suggest contacting our customer service team for a screen-sharing session again. This will allow them to identify the root cause of the issue and provide a solution.

For future reference, you can read this article if you want to make your reports more personalized, you can check this article: Customize reports in QuickBooks Online.

If you have any additional concerns, you can comment below. The Community is available for you. 

@ArielI 

As previously mentioned I contacted support and spent 90 min  on the phone for them to tell me it was an issue with the Class being assigned and I should submit a request to enhance the application.  There is obviously some type of data issue here that no one is able to assist with correcting.  I don't understand why support can't help correct the issue.  

@Adrian_A 

I have modified the payee on the expense however it does not update the report.  How can we get the system to update this value?

We appreciate you for performing the steps my colleague provided to modify your payee in the expense transaction, @VincentOH.

Let me help show the changes in the report.

As you modify it, the system will still process the changes. With that, we'll need to refresh the browser where your account is logged in by clicking the Refresh icon on the left side of the main search bar or tapping the F5 Key on your keyboard.

Once done, reopen the report, and the modification will appear.

You can read this article if you want to personalize your reports: Customize reports in QuickBooks Online.

Feel free to come back here if you have additional questions about managing your reports and customer transactions. I'll be willing to lend a hand. Have a good one.

@Bryan_M 

The expense screen displays the correct value of Presley.  The profitability report displays the wrong value.  I need a way to change the value that is showing on the profitability report.  

@Bryan_M @ArielI @SheandL @Adrian_A @JessT 
Can anyone assist?  The issue has persisted and now I have more transactions that need to be corrected.  Please help. 

I understand how hard it must be for you, @VincentOH.

I truly appreciate you taking the time to express your concern about not being able to see an option to modify the Customer/Project and how it doesn't update the report in QuickBooks Online (QBO). For now, it is best to contact our support team again to further check what's causing this by accessing your account in a secure environment and determining possible solutions to your concerns.

Here's how:

1. Go to Help.
2. Select the Search tab, then choose Contact Us.
3. Type in your issue or concern in the field.
4. Hit Continue.
5. Click the Chat or Callback option.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

I'll also add this article to help you customize and get the most out of your financial reports: Customize reports in QBO.

Please keep me posted on how it goes. I want to make sure you're all set. In case you still need further assistance, don't hesitate to post again. I'd be glad to help you more, @VincentOH.

@Clark_B The last time I called support they were unable to help me with the issue.  I spent several hours on the phone and they stated that they are unable to assist.  Is there anyway to get someone to research the issue?  It can be duplicated many times and has been demonstrated in this forum and on the phone.  

I understand the urgency of getting this resolved, @VincentOH. I've got here some updates about the unavailability to see an option to modify the Customer/Project. 

As of the moment, we're escalating your experience to our Next Level Help Team so they can carefully review your previous conversation and recent cases with our support team. They will contact you within 1-2 business days to provide an update.

In the meantime, should you have any other concerns or questions related to QuickBooks, feel free to reach out to us here in the Community. We are always available to assist you. Stay safe.