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Kay03
Level 1

Under "For review", my Brex credit card payments are being categorized under "Expense" should they actually be categorized as "Credit Card Payment"?

 
1 Comment 1
JonpriL
Moderator

Under "For review", my Brex credit card payments are being categorized under "Expense" should they actually be categorized as "Credit Card Payment"?

Helping you categorize your transactions is my priority, @Kay03.

 

In QuickBooks Online, the category of your downloaded transactions is based on the information shared by your financial institution. It's best to contact the Technical Support of your credit card company and let them know the category your transaction would fall into.

 

For now, let's consider manually changing the category of your transactions from expenses to credit card payments accordingly. I'll show you the steps on how to accomplish this.

 

  1. Go to Transactions.
  2. Select Banking
  3. Under For review, select all the transactions in question.
  4. Choose Update in between Accept and Exclude.
  5. On the Category section, select Credit Card Payment.
  6. Click Apply.

 

Once done, go ahead and categorize your transaction by adding or matching them by following the steps outlined in this article: Categorize and Match Online Transactions in QuickBooks Online.

 

I'm adding this reference so you're able to review your credit card account in QuickBooks to make sure it matches your credit card statements: Reconcile an Account in QuickBooks Online.

 

Let me know in the comments below if you've got questions other than the category of your downloaded transaction. I'll be here ready to lend a helping hand. Have a good one!

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