how can l change a transaction from expense to credit card payment after reconcillation is done

Transferring an Expense transaction to a Credit card payment depends on how you record the transaction, Chatlive.

If the transaction was created manually, there is no direct way to convert an Expense transaction into a Credit card payment.

As a workaround, we'll have to delete the Expense and recreate it using a Pay down credit card to avoid duplicate transactions after undoing the reconciliation.

Here's how to manually undo reconciliation:

1. Navigate to the Transactions tab in the left panel.
2. Under Your Company, select Chart of Accounts.
3. Choose the relevant account and click View Register.
4. Locate the transaction you want to unreconcile.
5. Click on the R status repeatedly until it becomes blank.
6. Hit Save and confirm by selecting Yes in the confirmation window.

Here's how to delete the transactions and recreate the transaction as Pay Down credit card:

1. Go to Expenses and select the Expenses tab.
2. Locate the transaction you want to change. Then, click the dropdown under the ACTION column and choose Delete.
3. Once done, recreate the transaction using the Pay down credit card from the New Transaction button.
4. Select a credit card from the dropdown under Which credit card did you pay?
5. Fill in the necessary details.
6. Click Save and close.

Once done, manually reconcile the transaction again.

However, if the transaction originated through banking, you’ll first need to undo the reconciliation using the steps above. Then, undo the categorization and update it as a Record as Credit card payment. Follow the steps below:

1. Locate and select the Expense transaction you undo in the For Review tab.
2. Change it by selecting the Record as credit card payment.
3. Fill in the necessary details.
4. Hit Add.

Manually reconcile the transaction again by setting the status back to R.

Before doing so, I recommend consulting with an accountant to ensure more accurate monitoring of your transactions and to avoid any discrepancies.

Let us know in the comments section below if you have any additional questions.