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February 24, 2021
Question

I need help Switching amount column in transactions from showing account balance to transaction amount

  • February 24, 2021
  • 1 reply
  • 0 views
After I uploaded bank statement I entered balance in column instead of amount.

1 reply

BettyJaneB
February 24, 2021

Help has arrived, @c-mischler30-gma.

 

I can guide you on what to do to change the amount of your bank transaction in QuickBooks Online.

 

When uploading your bank transactions in the system, you'll need to make sure that the mapping of the entries is correct. This way, the information will reflect correctly in their corresponding column.

 

To fix this, you can undo the transaction if it has been categorized and exclude them afterward. Once done, you can re-upload them to the system.

 

Here's how to undo the transaction:

  1. On the left pane, select Banking.
  2. At the top left, select the Banking tab.
  3. If multiple banks are connected, select the bank to work with.
  4. Click the In QuickBooks tab. 
  5. Select the transaction you want to exclude, then click Undo under the ACTION column.

After that, you can now exclude them:

  1. Go to Banking menu on the left panel.
  2. Choose Banking tab.
  3. Check the box for beside the transactions you want to exclude.
  4. Click the Batch actions drop-down and choose Exclude Selected.

 

Once done, start uploading them again: 

  1. Click Banking from the left navigation panel.
  2. Pick File Upload from the Update drop-down menu or Upload transactions manually if there isn’t any bank connected to QBO.
  3. Select Browse and choose the file you downloaded.
  4. Choose an account from the list, then Next.
  5. Follow the on-screen instructions to map the fields.
  6. Select the transactions to import.
  7. Click Yes.
  8. Hit Let’s go.

For the information and steps on importing these files, see this article: Manually upload transactions into QuickBooks Online.

 

 I'm only a post away if you have any additional questions. Take care and wishing you the best.