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Screen Doctor
November 15, 2020
Question

Change transaction accounts?

  • November 15, 2020
  • 1 reply
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I have added some transactions that dated further then my statement went to. It There was only a couple of transactions in the statement so it was easier for me to add them then download and convert a CSV file (Santander does not give you a CSV file)

 

It has marked these payments as cash when they were paid for on my credit card. Is there a way I can move these over to my credit card account?

1 reply

DivinaMercy_N
DivinaMercy_N
November 15, 2020

Cash is a default account for manually added transactions in QuickBooks, @Screen Doctor.

 

Currently, the option to change this is unavailable. You can only change the amount, type, description, and category of the manually added transactions in QBSE. For more details, you may visit this article: Categorise transactions in QuickBooks Self-Employed. 

 

Also, to help you record your self-employed income and expenses, track mileage, and prepare your Schedule C, you may open this link: Schedule C and expense categories in QuickBooks Self-Employed. 

 

Feel free to get back here if you have other concerns about the added transactions in QBSE. I'd appreciate any response and I'm always here if you need more help. Take care always.

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