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April 4, 2021
Question

Can I change an entry under banking from a "spent" entry to a credit entry? quickbooks has received it in the wrong column.

  • April 4, 2021
  • 1 reply
  • 0 views
Basically I need to move an entry from "spent" to "received" under the banking tab

1 reply

April 5, 2021

Thanks for joining us here today, @chadrickw123.

 

I have some information about moving an entry in the bank feeds. Changing the entry in the bank feed is unavailable. If you're using a CSV file to bring up your transactions, you'll want to re-import the transaction and make sure to map the credit transactions correctly.

 

However, if you're transactions are sync directly in bank feeds, you can exclude the transaction in question and then update manually.

 

Please follow the steps found in this article to manually upload transactions into QuickBooks Online.

 

For manual update, here's how:

 

  1. Go to Banking, then select Banking at the top.
  2. Highlight in blue the bank account you want to update.
  3. Click the Update button.

 

 

 

I've also added this article to guide you in reviewing your downloaded transactions: Categorise and match online bank transactions in QuickBooks Online.

 

Additionally, here's a link here that covers all the tasks you can do when using the banking feature. Feel free to browse for topics that suit your concern.

 

Let me know if you still have follow-up questions or concerns. I'm always here to help. Take care and be safe.