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November 2, 2023
Question

Bank transactions downloaded as debits - how can i change them to credits if necessary

  • November 2, 2023
  • 1 reply
  • 1 view
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1 reply

November 2, 2023

Good afternoon, krwhelpton-rfnow.

 

It's always a pleasure to see new faces in the Community! I'd be happy to guide you on correcting your bank transactions.

 

To ensure your books remain accurate, I recommend excluding the incorrect transactions. The next thing you can do is manually upload them again. Make note of the column heading to prevent a discrepancy with your debits and credits. Here are a couple articles that I feel you'd benefit from.

 

1. Exclude a bank transaction you downloaded into QuickBooks Online
2. Manually upload transactions into QuickBooks Online
3. Format CSV files in Excel to get bank transactions into QuickBooks

 

If you have any other questions, feel free to reach back out here.