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annecsmith1953
Level 1

Updated bank info to QB, online payments to vendors came over as transfers, will not let me change distribution to expense accounts, only offers balance sheet account?

 
2 Comments 2
MariaSoledadG
QuickBooks Team

Updated bank info to QB, online payments to vendors came over as transfers, will not let me change distribution to expense accounts, only offers balance sheet account?

Let's make sure you'll be able to edit the account of payments to vendors, annecsmith1953.

 

If this is a credit card transaction, you can find a match for this transaction manually. I've added a screenshot for your visual guide: 

  

If you're unable to find a match, you can exclude the transaction instead. To do this, follow the steps below: 

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Select the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude.

 

Then, enter the transaction as an expense. Go through this article for your guide: Enter and Manage Expense in QuickBooks Online. Furthermore, you may want to review your accounts to make sure they match your bank and credit card statements. Learn from this article for your guide: Reconcile an Account In QuickBooks Online.

 

Feel free to let me know if you have any questions about transfers. I'll be here to help.

annecsmith1953
Level 1

Updated bank info to QB, online payments to vendors came over as transfers, will not let me change distribution to expense accounts, only offers balance sheet account?

how do you exclude if the transaction has already posted?

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