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April 10, 2023
Question

I need help categorizing 3 e transfers that were sent to business, but was supposed to be sent to personal

  • April 10, 2023
  • 1 reply
  • 2 views
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1 reply

Level 6
April 10, 2023

Hello bb224, 

 

Welcome to the QuickBooks Community. I'm glad to learn you're using QuickBooks to help bring your finances into perspective with ease. Rest assured, I'll be happy to share more info about categorizing your e-transfers so you can get back to doing what you love. 

 

A good way to change the category of the transaction is by opening the transactions from the bank feed and making the appropriate adjustments to the transactions from there. I encourage you to check out the following article that shows you how to: Find, review, and edit transactions in the account history in QuickBooks Online. In case the transactions are reconciled, the article also shows you how to deal with those as well. 

 

Let me know if this info helps. I'll be one message away in case you need anything else. Otherwise, I wish you a great rest of the day. 🙂