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KateHes1
May 29, 2020
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Move expenses paid from undeposited funds to cash in bank

  • May 29, 2020
  • 1 reply
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Hi.  I'm just inputting my first few months expenses. I originally input them as being paid from 'undeposited funds' but I need to change that to 'Cash at Bank'.  It won't let me change this in the expense page but also not in 'Undeposited funds' (which I have accessed through the 'Chart of Accounts') and won't let me delete either.  Any ideas?  An answer for beginners would be great - so I know exactly which tabs to go to to make this work.  Thanks so much

Best answer by AlcaeusF

Welcome to the QuickBooks family, @KateHes1.

 

We can help you figure out why it won't let you change the existing account. However, we need more information about what happens during the process in QuickBooks Online.

 

Can you share with us if the Payment account field is grayed out, or if you see an error message? Any further details you can add will help us determine the cause of the issue.

 

Ideally, you should be able to make changes to the expense transaction if you have required access to the account. To check your user type, please click the Gear icon in the upper-right corner and select Manage users.

 

In case there's a need to modify the access, I suggest reaching out to the Master admin user. They can change what a user can do and see within the company.

 

You can also try following these steps to change the account:

 

  1. Sign into your QuickBooks account.
  2. On the left panel, click Expenses.
  3. Search for the expense.
  4. Select View/Edit below the Action column. 
  5. Change the account.
  6. Hit Save and close. 

I recommend the following resource which has video tutorials to help a user modify expenses, as well as other transactions via register:

 

Additionally, please check out this link for your reference on how to use QuickBooks Online: https://quickbooks.intuit.com/learn-support/help-articles/misc/03/help-articles-us.

 

Please know that the Community has your back if you need assistance. It’s a place for you to connect with experts and peers. Feel free to post a question, get answers, share tips, ideas, and more.

1 reply

AlcaeusF
AlcaeusFAnswer
May 29, 2020

Welcome to the QuickBooks family, @KateHes1.

 

We can help you figure out why it won't let you change the existing account. However, we need more information about what happens during the process in QuickBooks Online.

 

Can you share with us if the Payment account field is grayed out, or if you see an error message? Any further details you can add will help us determine the cause of the issue.

 

Ideally, you should be able to make changes to the expense transaction if you have required access to the account. To check your user type, please click the Gear icon in the upper-right corner and select Manage users.

 

In case there's a need to modify the access, I suggest reaching out to the Master admin user. They can change what a user can do and see within the company.

 

You can also try following these steps to change the account:

 

  1. Sign into your QuickBooks account.
  2. On the left panel, click Expenses.
  3. Search for the expense.
  4. Select View/Edit below the Action column. 
  5. Change the account.
  6. Hit Save and close. 

I recommend the following resource which has video tutorials to help a user modify expenses, as well as other transactions via register:

 

Additionally, please check out this link for your reference on how to use QuickBooks Online: https://quickbooks.intuit.com/learn-support/help-articles/misc/03/help-articles-us.

 

Please know that the Community has your back if you need assistance. It’s a place for you to connect with experts and peers. Feel free to post a question, get answers, share tips, ideas, and more.

A
alhooks
April 28, 2021

Once again, a response from QB that doesn't address the issue. You cannot change an expense that is categorized as "Undeposited Funds" in the way the responder suggests.

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