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January 9, 2022
Question

Had to import from my bank. All transactions transferred as deposits. How do I change the deposits to expenses?

  • January 9, 2022
  • 1 reply
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1 reply

JessT
January 10, 2022

Hi there, carmiemessenger!

 

I can help you fix your transactions, but we're not going to interchange them since there isn't a way to do that. What we can do is remove the uploaded ones and re-upload them with correct mapping so they fall into the correct column.

 

Exclude transactions:
 

  1. Go to the Banking menu or Transactions menu, then select the Banking tab.
  2. Select the For Review tab.
  3. Select the checkbox of the transactions to exclude.
  4. Select Exclude.

 

If you're using a CSV file, you have to format it correctly. The important columns are the amounts. If the money ins and money outs are in two columns, you need to tell QuickBooks which one is for the money ins/deposits and for the money outs/expenses.

 

Let me know if you have other concerns.