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Level 1

I uploaded bank statements and I accidentally put one of them in the wrong category (eg. personal instead of checking). Is there any way I can edit this and fix it?

 
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QuickBooks Team

I uploaded bank statements and I accidentally put one of them in the wrong category (eg. personal instead of checking). Is there any way I can edit this and fix it?

Hi there, astarbuilders01.

 

Yes, there is a way on how to edit the uploaded bank statements that accidentally assigned to the wrong category. I suggest going to the Banking menu so you can start changing the category.

 

Here's how:

 

  1. Click the Banking menu.
  2. Go to the Reviewed tab and choose the bank statement that was put in the wrong category.
  3. Click the Undo link under the Action column so this transaction will go back to the For Review tab and  review the bank statement.
  4. Select the For Review tab and find the bank and click it to expand the page.
  5. From Category drop-down arrow, choose the checking account.
  6. Hit the Add button to save the changes.

 

Please check this article: Reconcile an account in QuickBooks Online. You'll find steps on how to reconcile your accounts in QuickBooks so they match your bank statements.

 

Please know that you're always welcome to post if you have any other concerns. Wishing you and your business continued success.

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