Transaction Types

amy_g · ‎February 18, 2021

I am switching to QB and I just started importing transactions from one credit card. I uploaded a CSV for the transactions that were in my previous accounting software, and it uploaded as General Journal Entries, which is fine for me. But for the most recent transactions, I tried downloading the .QBO file from the credit card company's website and uploading it that way... All the new transactions automatically uploaded as Credit Card Charges and Credit Card Credits, which I guess makes more sense, but now it's not uniform, which is really bothering me.

Is there a way to convert one type of transaction to the other? There are relatively few transactions that I imported using the .QBO method, so I could easily delete those and manually input the General Journal Entries. But I'm wondering if it even makes a difference? Are there any pros/cons of doing it one way versus another? Thank you for any insight!

MaryLurleenM · ‎February 18, 2021

Allow me to share this information, amy_g.

We're unable to convert one transaction type to another. You can delete those transactions instead and add them manually as general journal entries.

There's not much of a difference between the transactions since both are treated as expenses. What you'll get when you delete and add it back is that the type will be the same for these transactions.

Check out these articles for future reference:

Let me know if you have other questions.

View solution in original post

MaryLurleenM · ‎February 18, 2021

Allow me to share this information, amy_g.

We're unable to convert one transaction type to another. You can delete those transactions instead and add them manually as general journal entries.

There's not much of a difference between the transactions since both are treated as expenses. What you'll get when you delete and add it back is that the type will be the same for these transactions.

Check out these articles for future reference:

Let me know if you have other questions.

MaryLurleenM · ‎February 19, 2021

Hi amy_g,

Hope you’re doing great. I wanted to see how everything is going about changing the transaction type you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

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