Hi there, walnutcreekbuild,
I'm here to help ensure your online payments are applied to a job expense in QuickBooks Online.
Are you getting the same error as shown in the screenshot below?
This happens when the transaction you're trying to add is tagged as Transfer. That's why you're unable to change the payment to a job expense.
You'll want to exclude this entry to remove it on the banking feeds. Then, manually enter a billable expense to incur the transaction to your customer.
To exclude the expense:
- Go to Banking from the left menu.
- On the Banking page, select the For Review tab.
- Select the checkboxes of the transactions to exclude.
- From the Batch actions drop-down, choose Exclude Selected.
You can also refer to the Exclude expenses from downloaded bank transactions for more details.
Let me know if you have follow-up questions, and I'm always right here to help you out.