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May 16, 2021
Question

How do I change a bank credit to debit

  • May 16, 2021
  • 1 reply
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1 reply

JasroV
May 16, 2021

Welcome to the Community space, Rocky.

 

You'll want to exclude the transaction and import it manually. Ensure to change it to credit from debit before importing it. Let me guide you how.

 

  1. Log in to your QuickBooks Self-Employed (QBSE) account and go to the Transactions menu.
  2. Select the transaction you want to delete and click Exclude
  3. Sign in to your bank website and follow the steps in downloading the transaction as a CSV file. 
  4. Review and edit the transaction.
  5. Once done, go back to your QBSE account and hover to the Gear icon and select Imports.
  6. Select Import older transactions for the account you want to add transactions to.
  7. Click Browse and find the file you downloaded from your bank.
  8. Select the file and click Open to start the import.
  9. Review the column headers and data, then click Continue to complete the import.

 

You can also check this link for more details: Add older transactions to QuickBooks Self-Employed.

 

When everything is all in place, categorize your transactions to the correct line of your Schedule C for accurate tracking.

 

Keep me posted if you need further assistance managing your transactions. I'll be around to back you up. Have an awesome week ahead!