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Sep 1, 2022 2:11 AM UTC
Solved

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

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Sep 1, 2022 3:07 AM UTC

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.

4 replies

Sep 1, 2022 3:07 AM UTC

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.

Jul 15, 2023 5:20 AM UTC

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.