A bookkeeper cannot change transaction types (expense vs credit card expense) for credit card transactions in QuickBooks Online, causing incorrect liability reporting.

Workarounds Described

• excluding and deleting all posted transactions to force credit card reload via bank feed
• undoing transactions and starting over from scratch

Implied Software Gaps

• A tool that allows direct editing of transaction type without deleting or re-importing transactions

Transaction Type Tuner

A QuickBooks Online add-on that lets bookkeepers easily reclassify transaction types (e.g., expense to credit card expense) for any posted or pending transaction. It provides a clear interface to batch-edit transaction types and ensures accurate liability reporting without requiring deletion or re-importing.

Existing Solutions Mentioned