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March 28, 2021
Question

Is it possible to change an entry from transfer to deposit after it has been moved from the review page?

  • March 28, 2021
  • 1 reply
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1 reply

March 28, 2021

Hello @taatreasurer2002,

 

You have the option to undo the matched downloaded transaction from the list of your reviewed transactions. Let me show you how.

  1. Go to Banking.
  2. Select your bank account.
  3. Under Categorized, select the transaction you wish to change.
  4. Click Undo.

In addition, here's an article you can read to learn more about how you can undo a matched downloaded transaction: Unmatch downloaded bank transactions.

 

From here, you can go ahead and match the downloaded transaction to your deposit. But if the transfer and deposit are the same entry, you'll have to delete the transfer first and recreate it as a deposit before you can match it to your downloaded transaction.

 

Lastly, I've also included this reference for a compilation of articles you can use while working with us: Banking with QuickBooks Online.

 

If you have any other questions, please let me know in the comments below. I'll be here to lend a hand.