How can I change an expense (received via Receipts in Banking) to a receipt (the receipt/inv is actually a credit/adjustment note, not an expense)? TIA

Hello @-dragonflyevolut,

I have some information about changing an expense into a receipt. If you haven't attached the receipt to the expense transaction, you can undo the match to correct it. Let me guide you how.

1. Go to Banking.
2. Select Receipts.
3. Choose the Receipts tab. Look for the receipt in question.
4. Click Undo add or Undo match. See the image below.

However, if you've added the receipt to the expense transaction, you'll want to unlink the receipt from the Expense Transactions page. Just go to the Expenses menu and then Expenses tab.

Learn more about this feature in this guide: Upload your receipts and bills to QuickBooks Online.

Once done, create or match the receipt again with your credit or adjustment note.

I'm also attaching this link in case you need help with other customer-related tasks. It has our general customer topics with articles.

• Topics about your company's income and customers.

Please know that you're always welcome to reply anytime if you have follow-up questions or concerns with receipts. I'll be around for you. Take care and stay safe.