A transaction was incorrectly entered as a check but should be listed as an expense. How can I edit that?

info445 · ‎July 28, 2020

Jovychris_A · ‎July 28, 2020

Thanks for posting to the Community, @info445.

Let me share some insights on how to edit a check and list it as an expense.

Currently, we're unable to do it in QuickBooks Online. However, you can delete the check and create the expense to avoid duplicate payments.

Let me show you how:

Go to the Expenses menu and then select Expenses.
Find the check and then click the drop-down ▼ list on the action column.
Hit Delete and then Yes to confirm.

Once done, you can now list it by creating an expense transaction.

I'll be adding this article as your reference on how to run and save a monthly expense report by vendor. There you can customize the Expenses by Vendor Summary report as your basis in creating it.

In case you wanted to create recurring transactions in QuickBooks Online, you can check this article: Create recurring transactions in QuickBooks Online. It includes additional sources such as editing it and set up automatic statements for customers.

Feel free to post again if you have more questions. I'll be around to help. Stay safe and well!

View solution in original post

john-pero · ‎July 28, 2020

May I ask why? What's the difference? Did it come out of the same bank account? ACH, EFT, EPAY, all can be entered as a check OR an expense and your books know no differently.

If you needed the expense to post from a non-bank asset account, yes you would have to have used expense.

All the above aside, if you MUST do this:

Open Check

Delete Check

Add New Expense

Jovychris_A · ‎July 28, 2020

Thanks for posting to the Community, @info445.

Let me share some insights on how to edit a check and list it as an expense.

Currently, we're unable to do it in QuickBooks Online. However, you can delete the check and create the expense to avoid duplicate payments.

Let me show you how:

Go to the Expenses menu and then select Expenses.
Find the check and then click the drop-down ▼ list on the action column.
Hit Delete and then Yes to confirm.

Once done, you can now list it by creating an expense transaction.

I'll be adding this article as your reference on how to run and save a monthly expense report by vendor. There you can customize the Expenses by Vendor Summary report as your basis in creating it.

In case you wanted to create recurring transactions in QuickBooks Online, you can check this article: Create recurring transactions in QuickBooks Online. It includes additional sources such as editing it and set up automatic statements for customers.

Feel free to post again if you have more questions. I'll be around to help. Stay safe and well!

bewellnaturalmedicine · ‎December 19, 2021

Has there been any update to this? Such as so we can just change it from a check to an expense WITHOUT having to delete it?

AileneA · ‎December 19, 2021

Hello, bewellnaturalmedicine.

Thank you for reaching out to the Community. As of the moment, you'll need to delete the check and create an expense transaction in QuickBooks Online (QBO). I'll show you how.

Go to the +New button.
Select Expense.
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.
Select the Payment account.
Enter the date of purchase on the Payment date.
Field and specify the Payment method.
Enter the amount.
Click Save and close.

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

Please don't hesitate to let me know if I can be of further assistance. Wishing you well. Stay safe!

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A transaction was incorrectly entered as a check but should be listed as an expense. How can I edit that?