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maria-flippingsy
Level 2

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

 
7 Comments 7
RCV
QuickBooks Team
QuickBooks Team

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

Thanks for checking in with us, maria-flippingsy.

 

It's possible that bank transactions may be auto-added and causes them to be posted as Credit Card Credit. We can undo, exclude, then re-download these transactions. This way, we can post it to the correct accounts. First, here's how to undo them:

  1. Click Banking, then go to the Banking tab.
  2. Go to the Review tab.
  3. Select the transactions you'll want to undo, then click Undo.

Then, exclude them by following the steps below:

  1. Go to the For Review tab.
  2. Select the transactions you'll want to exclude.
  3. Click Batch actions, then select Exclude Selected.

Next, manually update the bank account so transactions will re-download. Just click the Update button on the Banking page. Once done, you can assign, categorize, edit, and add your downloaded banking transactions. We can also create bank rules that automatically categorize transactions for you. Here's how:

  1. Go to the Banking menu
  2. Select the Rules tab.
  3. Tap New rule.
  4. Enter a name in the Rule field.
  5. From the For dropdown, click Money in or Money out.
  6. From the In drop-down, choose the bank or credit card account.
  7. Set the rule conditions. Decide the transaction must meet All or Any of the conditions. You can add up to 5 conditions.
  8. In the Conditions fields, specify whether the rule applies to Bank textDescription, or Amount. Then select ContainsDoesn't contain, or Is exactly to decide when how QuickBooks applies the rules.
  9. Select the settings for the rule. Hit the Transaction typePayee, and the Category to apply.
  10. Press Save.

See the Setup bank rules to categorize online banking transactions in QuickBooks Online for the steps and details. Feel free to visit our Banking page for more insights about managing your bank feeds and reconciling accounts.

 

I'd like to know how you get on after trying the steps, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. Have a great day ahead. 

maria-flippingsy
Level 2

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

Thank you so much, RCV, for giving attention to my query. I see it as a solution, but the problem is that I actually confirm all for review, thinking would edit it once I get a chance to go over it. I uploaded 2020 to the present, and there was so much to review. I accepted all for once and will edit categorize once I go over each month.

 

Is there a chance we can delete the imported transaction and upload it again? We've decided to leave 2020 and start in 2021. 

 

Thank you.

GlinetteC
Moderator

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

Thanks for providing additional details to your concerns, maria-flippingsy. We can work together to get this resolved.

 

You'll have to Undo the accepted bank transactions and Exclude them, and then Delete them at once. You can follow the steps provided by my colleague above. 

 

Once done, you can delete them. Here's how to do it:

 

  1. Form the Banking tab, select Banking.
  2. Select the Excluded tab.
  3. Choose all the transactions you'll want to delete.
  4. Click on Delete.

 

Once completed, you can re-import your transactions anytime you desire. You can check this article for the detailed process: Manually upload transactions into QuickBooks Online.

 

Right after, you can go back to the Banking menu to match and categorize your bank transactions. 

 

I'll be right here to keep help if you have any other concerns or questions about banking. 

maria-flippingsy
Level 2

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

Hi,

 

I cannot see it in the Excluded tab but rather in the Categorized tab. Should I undo all? 

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AileneA
QuickBooks Team

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

Hello, maria-flippingsy. 

 

The Categorized tab is all the transactions that have been review and match. You can undo them in the categorized tab and then the undo transaction will return to the review tab. Select all the transactions you want to exclude. Then, go to the excluded tab and from there delete it.  

 

 

 

 

 

 

Once done, you can manually re-import your transaction in QuickBooks. Please refer to this article for more detailed steps:  Manually upload transactions into QuickBooks Online

 

Then, you can start match and categorize your re-imported bank transactions.  

 

Please don't hesitate to touch base with me here if you need any additional assistance. I look forward to hearing from you again. Stay safe!

maria-flippingsy
Level 2

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

Hi,

 

Thank you so much for all your help. I should have reviewed them all before I did confirm all imported transactions =). 

maria-flippingsy
Level 2

I need help, I uploaded manually bank transactions, and it appears on QuickBooks as Credit Card Credit which should be an expense, and it cant be edited. How can I edit?

Hi,

 

Thank you so much for all your help. I should have reviewed all imported before I confirm. 

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