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Replying to:
IamjuViel
QuickBooks Team

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I appreciate the complete details you've shared, @kaykay331.

 

Depending on how your bank shares its data (bank transactions) to QuickBooks, manually changing the amount columns from Money Received to Money Spent is unavailable. You can exclude each transaction and delete them. I can guide you on how to do it.

  1. Go to the Banking menu.
  2. From the Banking page, locate the bank account that displays the incorrect list of transactions.
  3. Hover to the For Review tab.
  4. Find and mark the boxes of the downloaded transactions.
  5. Click the Batch Actions drop-down menu.
  6. Choose Exclude Selected.

Once excluded, these transactions will show up in the Excluded tab, and that's where you can delete them:

  1. From the Excluded section, check the boxes of the transactions you want to delete.
  2. Go to the Batch Actions drop-down menu, and select Delete.
  3. Click Yes to confirm.

Now, you can start downloading your bank transactions directly from your bank's website. Just make sure that the file has either of the following formats: 

 

3-column Template

 

4-column Template

Once the bank file is ready, start importing the file to your QuickBooks Online company. Here's how:

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. On the Amount section, select the columns according to your CSV file.
    • Note that the Money Spent is for your expenses while the Money Received is your deposits. 
  6. Select the transactions to import. 
  7. Click Yes.
  8. Hit Let’s go.

Lastly, you can review and categorize each imported transactions. Also, you can read through this article to help you with fixing online banking issues for your future reference: Fix online banking errors in QuickBooks Online.

 

Keep me posted if you have any other questions with this concern. I'll make sure to get back to you as soon as I can. Enjoy your weekend!

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