I made a payment through my checking account and QB transfer to the program as a deposit; how do I fix this entry?

Hello there, Paty.

Transactions imported from your checking account into your QuickBooks Solopreneur cannot be modified, as this only applies to manually entered transactions. To correct your miscategorized expense, we recommend excluding it and manually re-entering it with the correct details. Let me guide you through the process.

First, to exclude it:

1. Navigate to the Transaction section in your QuickBooks Soloprenuer account.
2. Locate and mark the expense mistakenly recorded as a deposit, then click Exclude.
   
   
   

After that, you can create a new expense transaction with the payment details from your my checking account by clicking on the New transaction tab.

The comment section remains open if you have additional questions about managing your transactions in your QuickBooks Solopreneur account.

Hi Paty,

I’m following up to see if the solution we provided worked for you. Did it resolve the issue, or are you still experiencing difficulties?

I'm happy to assist further if you need any more help.