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V
VincentOH
December 29, 2023
Question

How do i change the customer assinged to an expense?

  • December 29, 2023
  • 1 reply
  • 0 views

I am using QBO Simple start.  Somehow an expense transaction was assigned to Customer A.  I want the transaction assigned to Customer B.  In this version you can not see the customer anywhere on the expense screen.  Occasionally you can change the payee and it will move the transaction however that is not working today.  You can see Company B in the payee fields of the expense, when you run the profitability by customer the transaction is assigned to Customer A.  

I have used the  Accounting Tools under the accountant log in to reclassify the transaction.  This screen will show the customer/vendor as Company B.  

 

1 reply

R
Rea_M
December 29, 2023

Hello there, VincentOH.

I want to ensure that I can offer the best answer to your concern. But I need more information about what you're going through. 

I'd like to ask for a screenshot of your expense screen and profitability by customer report. This is to check any reported issues and ensure we can provide the appropriate resolution. 

I'd appreciate any information you can share. I'm also looking forward to your reply and working with you again.

V
VincentOHAuthor
December 29, 2023

The profit loss attached show the $139.62 charge under Maplegrove.  

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