Other questions
Hello there, @Learning 100. Welcome to the Community.
Let's go to the Banking or Transactions menu to transfer your bank feed transactions to the correct account so you can keep your accounts updated in QuickBooks Online (QBO).
Before we start, can you provide more information on why transferring the charge to the correct account is doing the opposite instead of correcting it? Any additional details are a great help in providing you with the appropriate fix for this matter.
You'll have to make sure you review and categorize downloaded transactions before adding them to your register. This way, you can keep your financial data accurate and updated. Since you want to transfer your bank feed transactions to the correct account, you need to select the right one in the Category field. Here's how:
- Go to Bookkeeping, then Transactions, and select Bank transactions.
- Select the tile for the account you want to review.
- Go to the For review tab to start your review.
- Find the transaction and select it to open its details.
- Choose the correct account in the Category field.
- Click the Add button. Repeat steps as necessary.
In case you want to review matched or added bank feed transactions, please see Step 3 in this article: Categorize and match online bank transactions in QuickBooks Online.
Also, I encourage you to reconcile your accounts in QBO regularly (every month). This helps monitor your income and expense transactions and detect any possible errors accordingly. You may want to check out this article as your reference to guide you in doing and fixing reconciliations in QBO: Learn the reconcile workflow in QuickBooks.
If there's anything else you need or if you have other banking concerns and questions about managing transactions in QBO, I'm always ready to help. Take care, @Learning 100.
