imported bank transaction

There could be several reasons why this is happening, Roy. Let me help you fix this and reclassify your banking transactions in QuickBooks Online.

If the transaction is added or matched to the other account, you can undo it, and then recategorize it again.

Here's how:

1. Go to Banking on the menu.
2. Select the bank account where you uploaded the transactions.
3. Click on the Categorized tab.
4. Locate the transaction and click Undo under the Action column.
5. Go back to the For Review tab.
6. Select the transactions you want to modify.
7. Once done, click on Apply.

Also, you can select a group of transactions and assign them to the same account category collectively. This batch categorization process streamlines the workflow, saving you time and effort when dealing with numerous transactions that need to be categorized or reclassified under the same account.

On the other hand, undo the transaction if it was downloaded as expenses instead of income. You exclude them and record the money in the transaction manually in QBO.

If the customer has paid more than required, you can record them as credit memos and apply them to your open invoices. please follow the steps below:

1. Select + New and select Credit memo.
2. In the Customer field, select the appropriate customer.
3. Enter the Credit Memo Date, Amount, Tax, and Product/Service. 
4. Select Save and Close.

After that, create an invoice and apply the customer credits. Have this page for further guidance: 

• Record a customer refund in QuickBooks Online.
• Record invoice payments in QuickBooks Online.

Either way, for the optimal and secure experience while using QuickBooks Online, it is recommended to use a supported and updated web browser. See this page for your guide: System requirements for QuickBooks Online, Accountant, Payroll, and QuickBooks Self-Employed.

I'm here to help with any further questions you have about QuickBooks banking errors. Feel free to reach out whenever you need assistance. Take care!