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FreshH
December 1, 2022
Question

Credit Card CV File Upload - Transaction Reference Type Error

  • December 1, 2022
  • 1 reply
  • 0 views

Hi!

So I recently uploaded a CV file of American Express Charges into for the past few months however, when I am confirming the transaction it is posting the charge as a Credit Card Payment and NOT a Credit Card Expense. Is there any way to change this when confirming transactions after uploading the CV file? Or did I upload the file incorrectly? I would have to have to go back and manually enter 400 transactions 😞

 

Thanks!

1 reply

L
LollyNino_C
December 1, 2022

I'm glad to see you here in Community, @FreshH. 

 

I want to make sure that you're able to get the assistance that you need. 

 

If the transaction is posting the charge as a Credit Card Payment and NOT a Credit Card Expense, you'd want to check the settings and make sure they are correctly set up. After changing, you can re-import the transactions. 

 

This article about importing bank transactions will be your guide. If you find an error, then you can delete them and import them again. 

 

Learn how to get transactions from your bank or credit cards and manually import them into QuickBooks Online: Manually upload transactions into QuickBooks Online. 

 

I appreciate your patience with this. Feel free to contact me if you have follow-up questions. I'll be available to you anytime. Have a good one!

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