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I would like to add my bank account transactions to the register as expenses instead of checks but can't find out how. All expenses are added as checks by default.

 
2 Comments
QuickBooks Team

Re: I would like to add my bank account transactions to the register as expenses instead of check...

Hello there, luca.

I'm here to help you with adding bank transactions to show as an expense on the register in QuickBooks Online.

 

If you add the transactions from online banking into QuickBooks, it will show as an expense in the register. However, if you add the transactions and match it with any check or add a check number it will show as check in the register.

 

You may find this article helpful: Add transactions to bank register.

 
If you need more help with QuickBooks, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Feel free to leave a Reply below if you need further assistance with online banking.

Active Member

Re: I would like to add my bank account transactions to the register as expenses instead of check...

Thank you @RoseMarjorieA.

I have found out that the transactions imported form my bank are somehow marked as checks so when added to the registry they are imported as checks and not expenses as I would like. There's no way to change that apparently.
The workaround I found is to create a rule that looks for specific keywords (e.g. "POS Transaction" in the bank text) and hence assign the expenses transaction type.