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September 1, 2022
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Is there a way to categorize zelle transaction as an expense? It seem QB is automatically categorizing it as an asset for the transactions where I’ve sent money to people

  • September 1, 2022
  • 1 reply
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Original commenter did not share additional details
Best answer by ChristineJoieR

Good day, @djavia3-gmail-co.

 

My colleague has already addressed your concern from a different thread. You can check this link for your reference: https://quickbooks.intuit.com/learn-support/en-us/banking/re-is-there-a-way-to-categorize-zelle-transaction-as-an-expense/01/1134871#M85396.

 

Don't hesitate to post here if you still have concerns with your banking transaction in QuickBooks Online. Enjoy your day.

1 reply

September 1, 2022

Good day, @djavia3-gmail-co.

 

My colleague has already addressed your concern from a different thread. You can check this link for your reference: https://quickbooks.intuit.com/learn-support/en-us/banking/re-is-there-a-way-to-categorize-zelle-transaction-as-an-expense/01/1134871#M85396.

 

Don't hesitate to post here if you still have concerns with your banking transaction in QuickBooks Online. Enjoy your day.

July 15, 2023

Hi. It's not working for transactions from 2022. It isn't letting me change the category for those. Same thing if I applied a rule. It's working for 2023, buy not retroactively to 2022.