Is there a way to edit a transaction type? A transaction recorded as a transfer when really it was a check I need to categorize as an expense.

I've got your back, Carmen.

Yes, there's a way to edit a transaction type in QuickBooks Online (QBO), depending on its location.

If the check is in the For Review tab, you can reclassify it to ensure accurate financial records in QBO. Let me guide you how.

1. Go to Transactions, then Bank Transactions.
2. Open the For Review tab.
3. Find and select the transaction.
4. Choose the appropriate expense account from the Category dropdown.
5. Click Add.

However, you'll have to undo it if it's already in the Categorized tab. Here's how:

1. Navigate to the Categorized tab and look for the transaction.
2. Under the Action column, click Undo.
3. Go back to the For Review tab and locate the transaction.
4. Select the Category dropdown and pick the right expense account.
5. Hit Confirm.

Just in case you want to categorize your transactions automatically and reconcile your account, you can check out these articles for more guidance: 

• Set up bank rules to categorize online banking transactions in QuickBooks Online
• Reconcile an account in QuickBooks Online

Please let us know if you need further assistance editing the transaction type. Just click the Reply button. Stay safe!