A payment from a customer was incorrectly recorded as a transfer. How can I edit it to change it to a payment? Does not appear that a transfer can be changed?

Good day, @slohrmann1. I'm here to help.

One option you can consider is to undo the incorrectly recorded transaction from the bank transaction's categorized tab to place it back under for review. Then, match it to your customer payment in your QuickBooks Online (QBO) record to correct it. I'd be glad to assist you in accomplishing this. 

First, locate the incorrectly recorded transfer transaction. 

1. Go to Transactions from the left navigation panel.
2. Select the blue tile for the bank account where the recorded transfer is. 
3. Click on the Categorized tab. 
4. Search for the transaction. To help in this task, use the search field and enter a description, date, or transaction amount. 
5. Select Undo.
   

    

Once done, match it to an open invoice or customer payment in your QBO record. To do this, select the transaction under review. Then, select the Match radio button. I've added a screenshot for visual reference.

If you can't find a match, please ensure that the amount and date of the open invoice match the downloaded bank transaction. If you have already received the customer payment, review the amount and date and use the Payments to deposit account as in the image below. 

If you need to reconcile your accounts after this, let me add this article as a reference: Reconcile an account in QuickBooks Online. 

We'll be here in the Community if you have updates about correcting a recorded transfer in QBO. We're committed to offering ongoing support.

Make notes on the transaction so you can re-enter. Open the transaction and delete it. When you go bank to bank transactions it should be there to enter. You can then enter the transaction the way you want to see it in QB.  I learned a long time ago not to use the "transfer" function in QB because it will allow you to edit it. I will enter it as a regular transaction and then allow QB to show it as a matched transaction.

If I can be of additional assistance, please let me know.

[removed] Green

Green Consulting

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