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Level 1

I accidentally set expense type up as "check" but it should be "expense". How do I fix it?

 
3 Comments
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Community Champion

I accidentally set expense type up as "check" but it should be "expense". How do I fix it?

Don't bother. Expense and Check in QBO are almost entirely interchangeable. Really the only difference is you cannot wriet a check agains t any asset account while an expense you can. And you cannot "print" an expense.  Otherwise they both affect your banking and income/expense exactly the same.

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QuickBooks Team

I accidentally set expense type up as "check" but it should be "expense". How do I fix it?

Hi @lwarrensyn.

 

You'll have to delete the check and create an expense transaction in QuickBooks Online (QBO). I'll show you how.

  1. Go to the +New button.
  2. Select Expense.
  3. In the Payee field, specify a vendor. You can specify the name of a person or a business. If your transaction covers multiple petty cash expenses, leave this field empty.
  4. Select the Payment account.
  5. Enter the date of purchase on the Payment date.
  6. Field and specify the Payment method.
  7. Enter the amount.
  8. Click Save and close or Save and new.

If you want to void or delete transactions in QuickBooks Online, you can check out this article: Void or delete transactions in QuickBooks Online.

 

Feel free to let us know if you need further assistance. Have a great day!

Highlighted
Community Champion

I accidentally set expense type up as "check" but it should be "expense". How do I fix it?


@Maybelle_S wrote:

Hi @lwarrensyn.

 

You'll have to delete the check and create an expense transaction in QuickBooks Online (QBO). I'll show you how.

 

 

Feel free to let us know if you need further assistance. Have a great day!


Really? This is horrible advice. A check and an expense are the same. Nothing needs changed!!!!!!!!

The only time an errant entry between the two would be appropriate is if you needed to "print" a check or use an asset account disallowed by check entry. You can even enter a reference (check) number in an Expense. Please do not make people work harder when what they did is nothing wrong.

 

This is probably the reason why desktop ONLY has check writing and not expense creation, although ability to credit from non-bank asset accounts without using a journal entry would be welcome (in desktop)

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