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tblythe
Level 1

I wrongly categorized an item as a transfer and can't find a way to change it. How can I access this item and change it to split/add

 
4 Comments 4
Regina_Lend_A_Hand_Accounting
Level 9

I wrongly categorized an item as a transfer and can't find a way to change it. How can I access this item and change it to split/add

Go-to the "In QuickBooks" tab for the account in question and "undo" the transfer. Make sure that it is no longer showing the check register for the account as well, you may have to delete the transfer from the check register if it is still there after you "undo" the transfer. Then re-categorize the transaction in the "For Review" tab of the bank feed.

ChiO2021
Level 1

I wrongly categorized an item as a transfer and can't find a way to change it. How can I access this item and change it to split/add

Thanks!  This was exactly what I need and was very helpful!

CCC Len
Level 1

I wrongly categorized an item as a transfer and can't find a way to change it. How can I access this item and change it to split/add

This month when QB brought in through my bank a credit card payment my bank is set up to auto pay, QB listed it for review and when I try to categorize it, it shows as an asset and does not allow me to categorize it split into the many accounts I need it to. It wants me to record it as a transfer and use asset accounts to categorize the transaction, it does not allow me to do what I have been doing for the past 11 months, which is to split the credit card payment into the many accounts it was used for, which are expense accounts not asset accounts? As of right now I have not completed the review part, because it does not allow me to use the accounts I need to use only asset accounts. (Something must have changed in QB online because this was always so easy,

MorganB
Content Leader

I wrongly categorized an item as a transfer and can't find a way to change it. How can I access this item and change it to split/add

Good morning, CCC Len.

 

Thanks for joining this thread. I'd be glad to relay some info regarding the categorization split in QuickBooks Online.

 

My first thought is to check for any bank rules that are set up that are causing QuickBooks to auto-categorize the transaction. If there are any rules like this in place, you may want to try removing them and then revisiting the option to split and see if you're able to like you were previously. The following linked article provides even more info about using bank rules in QBO

 

Alternatively, some users have been successful excluding the transaction and recording it manually if there's only one being affected. I would double check with your accountant first before using this method.

 

Please don't hesitate to reach back out if you have any other questions. I'll be here to help in any way that I can.

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