QB Issue Resolution:

I’d be happy to help you with correcting your transactions that show as a transfer in QuickBooks Online.

In order to fix this, you can click the downloaded transactions and choose the appropriate option to categorize them.

Here’s how:

 

  1. On the Banking page.
  2. Select the For Review tab.
  3. Locate and select the transaction.
  4. Select the appropriate option to categorize.

 

 

You may find this article helpful: Assign, categorize, edit, and add your downloaded banking transactions.

 

Resolution for Issue 'Hi, I’m having an issue where credit card refunds are downloading as “transfers” so I can’t categorize them. (For example, an employee uses a company credit card to buy supplies, then returns some and gets a refund to our credit card. When I import the credit card data, more often than not the refund transaction will import as a “transfer” and then I can’t categorize it because it’s not an internal transfer.) I’m ending up with dozens of excluded downloaded transactions and manually entering the refunds. Is there a way to fix this? Thanks!' available: Yes (Solved).
Source: Intuit Community forum.

Hi, I’m having an issue where credit card refunds are downloading as “transfers” so I can’t categorize them. (For example, an employee uses a company credit card to buy supplies, then returns some and gets a refund to our credit card. When I import the credit card data, more often than not the refund transaction will import as a “transfer” and then I can’t categorize it because it’s not an internal transfer.) I’m ending up with dozens of excluded downloaded transactions and manually entering the refunds. Is there a way to fix this? Thanks!: this issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the issue yourself by looking for a resolution described below. If it is a complex issue or you are unable to solve the issue, you may contact us by clicking here or by using other support options.

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