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September 19, 2023
Question

How do I change a transaction type from Expense to Deposit.

  • September 19, 2023
  • 1 reply
  • 0 views
This is for a recurring transaction in an investment account

1 reply

September 19, 2023

Hi there,

 

It's exciting to learn that you're using QuickBooks to help manage your expenses and income. Rest assured, I'll be happy to share more info and steer you in the right direction so you can continue to enjoy the benefits offered in the program. 

 

The program simplifies the process of how to change a transaction type. In order to accomplish this goal, I encourage you to check out the following steps below that shows you how to edit an individual transaction:

 

  1. Find and select the transaction in the account register to expand the view.
  2. Make changes to the available fields.
  3. If you want to change something in the grayed-out sections, select Edit. This opens the full transaction form where you can make additional changes.
  4. When you're ready, select Save or Save and close.

For reference, here's a helpful article that shows you how to: Reclassify or move multiple transactions at once

 

Let me know if this info helps. Otherwise, you're more than welcome to ask other questions in the comment below.