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R
RoziPozi
December 20, 2020
Question

Credit card transactions feeding into wrong QB account

  • December 20, 2020
  • 1 reply
  • 0 views

Hello Everyone,

I have a Bank of America credit card that automatically feeds into Quickbooks into 2 accounts- one is the rewards account and the other is the actual transactions.  The transactions are flip-flopped into the rewards account.  How do I change the mapping so that transactions go into the correct account?  Also, how do I move the transactions that have already landed in the wrong account?

 

Thanks!

Rozi Pozi

 

1 reply

J
JamesDuanT
December 20, 2020

I got an idea on how we can resolve your concern, Rozi Pozi.

 

Before we correct the mapping of the connected accounts, we'll need to undo the transactions that were added to wrong accounts. You can do by following the steps in this article: Unmatch downloaded bank transactions or move them to another account.

 

After undoing the bank transactions, we can now correct the mapping. We'll have to disconnect the bank account to remove the mapping of the accounts: Disconnect or delete accounts connected to online banking.

 

Then, we can reconnect the account to QuickBooks Online. This should now download the bank transactions to the correct accounts. From there, we can already categorize the transactions.

 

Keep us posted about this so we can further assist you in correcting your data.

R
RoziPoziAuthor
December 30, 2020

I actually need to change the payment side of the entry.  It's posting to the wrong liability account.  How do I do that?

Kristine Mae
Kristine Mae
December 30, 2020

Let's get this sorted out, RoziPozi.

 

First, you'll have to undo the transaction. This way, it'll go back to the page where you can change the posting account. You can click the article above on how to unmatch the entry.

 

Then, once it's back to the For review tab, select the downloaded transaction. Next, click the Categorize radio button, and select the correct account under Category. Then, click Add or Match. 

 

I'll also include this article as a future reference: Record your payments to credit cards.

 

Reach out to us again if you have other concerns. We're just one post away. Take care!

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