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May 22, 2021
Question

Debits are always against our checking acct. Suddenly our debits are coming in (from the sync with our bank) against our investment account. How can I change this?

  • May 22, 2021
  • 1 reply
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1 reply

MaryLandT
May 22, 2021

I can help correct those debits that are posting against the investment account, sparctina.

 

While QuickBooks relies on the information shared by your bank, I suggest contacting your financial institution. They can tell if there are changes in how they post your transactions.

 

For now, you can manually change the investment to the checking account in QuickBooks. Please browse this link to help review downloaded transactions: Categorize and match online bank transactions in QuickBooks Online.

 

After recording investments, you can also pay back a capital investment for yourself, partners, or co-owners. This process is called a capital disbursement. To learn more about it, kindly check out this article: Record paying back an investment.

 

Please let me know by selecting the Reply button. You can always get back to me. I'm always around to help. Take care and stay safe!