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amy_g
Level 1

Transaction Types

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!

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