Thanks for joining us here. Allow me to offer my help with your concerns about Online Banking, sweetm769.
At the moment, we're unable to change a transaction's type from a credit card credit to an expense. You'll want to use the Exclude function to remove them from Online Banking. It's usually done for duplicate, personal, or incorrectly downloaded transactions. Then, manually record them in QBO to make sure they're included in your financial reports.
Here's how:
- Go to the Bookkeeping or Transactions menu, then proceed to the Banking tab.
- Look for the duplicate transaction in the For Review tab.
- Select the checkbox of the transactions to exclude.
- Choose Exclude.
Feel free to check out this article for additional details about this: Exclude a Bank Transaction You Downloaded into QuickBooks Online.
After excluding all credits, manually record them as expenses by following these steps:
- Click the + New button and select Expense.
- Enter all the details of the transaction.
- Make sure to select the credit card account in the Payment account field.
- Choose Save and close.
Please visit us again in this thread and let me know if you're able to record the banking transactions correctly. The Community is always here if you need more help from us.
