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Level 1

We entered a lot of credit card entries as Credit Card Credits, but they should have been entered as expenses. Any way to change it without deleting it and re-entering?

 
2 Comments
QuickBooks Team

We entered a lot of credit card entries as Credit Card Credits, but they should have been entered as expenses. Any way to change it without deleting it and re-entering?

Hello there, @tina-segal-dss-s.

 

You'll want to consider deleting and recreating the transactions to correct them. I understand that this is a lot of work, however, the option to change credit card credits transactions to expenses isn't available in QuickBooks.

 

First off, let's find and delete your credit card credit entries. Here's how:

 

  1. Click Expenses from the left menu.
  2. Select the Filter drop-down, then choose the date when the credit card credit entries are created.
  3. Hit Apply.
  4. Select and open the credit card credits.
  5. In the Credit Card Credit window, click More at the middle bottom.
  6. Click Delete and Yes to confirm.
  7. Repeat steps 4 to 6 for the rest of the transactions.

Then, you can now create expense transactions for your credit card entries. For more guidance, feel free to check out this article: Enter, edit, or delete expenses in QuickBooks Online.

 

Just in case you want to view each of your vendor's transactions, you can read this article for the detailed steps and information: View vendor transactions.

 

Keep in touch if you need any more assistance with this, or there's something else I can do for you. I've got your back. Have a good day.

Level 15

We entered a lot of credit card entries as Credit Card Credits, but they should have been entered as expenses. Any way to change it without deleting it and re-entering?

@tina-segal-dss-s 

The template of CC Charges and CC Credits are same. Utilize the trial period of this 3rd party tool to export the CC Credits data, delete them, then import them as CC Charges data in bulk.

https:// transactionpro.grsm.io/qbo

 

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