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Hi lynnphtr1,

 

Thanks for joining us here. Choosing the proper transaction type when recording your transactions is important to keep your books accurate. I'll be happy to share more on this.

 

After saving a transaction in QuickBooks Online under a specific transaction type, you can't switch that transaction to another type. If you have customer credits memos instead of customer refunds in the system, you'll have to delete and recreate those transactions. In situations like this, the Audit log can come in handy as you can view information about deleted transactions and use those to recreate them under the proper transaction type. Here's an article to assist you with that: Use the audit log to re-enter deleted transactions

 

Feel free to also explore our partner apps to assist you with your tasks.

 

I hope this helps! Have a great day.