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Susan174
January 16, 2024
Question

Bug When Charges Are Reclassified

  • January 16, 2024
  • 1 reply
  • 0 views

I have been trying to get my year-end books finished and over and over kept experiencing where my balances weren’t matching year-end statements.  I contacted Quickbooks to see if there could be a bug in my account.  They said no.  Well I finally identified why my balances were not matching up.  
Every time I would reclassify a charge from say marketing to marketing supplies, after I would log out, the credit card charge would switch to a CREDIT!  It took me a week to figure this out.  I would get everything balanced then look through the expenses, make some reclassifications and discover the balances were off again.  Who can I report this to?  I can prove it by calling a customer service rep to show her but this was a huge waste of time and is now a bug in my account.

1 reply

L
LeizylM
January 16, 2024

I understand the challenges you've faced with reclassifying charges in QuickBooks Online (QBO), Susan. It's important to ensure that your financial records accurately reflect your business activities.

 

In QBO, the system will not automatically reclassify a credit card credit to a credit card charge. We can check your Audit Log to see if there are actions made. 

 

Here's how:

 

  1. Go to Settings and select Audit log.
  2. Select Filter.
  3. Use the fields on the Filter panel to choose the appropriate User, Date, or Events filter to narrow the results.
  4. Select Apply.

 

I'd still suggest contacting our Customer Care Team again. This way, they'll be able to use a screen share tool to walk you through some more steps to assist you in your situation.

 

Here's how to reach them:
 

  1. Click the Help menu in the upper-right-hand corner.
  2. Type in "Talk to a human", then press Enter.
  3. Select Contact Support Team.
  4. Type again Talk to a human and click Contact Support Team.
  5. Choose a way to connect with us.
     

You can also check out this article to learn how to review downloaded bank and credit card transactions in QuickBooks: Categorize online bank transactions in QuickBooks Online.

 

Keep your posts coming if you need further assistance managing your expenses in QBO. I'm always here to help. Have a great day. 

S
Susan174Author
January 17, 2024

I just showed the bug to my accountant who incredulously couldn’t believe this was happening.  I spent hours and hours rebalancing my books and want to report the bug to someone at Quickbooks.  Can you please provide me with a contact?  

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