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riverfairy
January 7, 2019
Question

QB downloaded approx 200 transactions to the wrong account. How do I move them to the correct account? Disconnecting/reconnecting the accounts does not work.

  • January 7, 2019
  • 2 replies
  • 0 views
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2 replies

A
Anonymous
January 7, 2019

Hello, @riverfairy.

 

I'm glad to help download your transactions in the right account. We can try reconnecting again to download these transactions, but first, you'll need to exclude the transactions that were downloaded to the wrong account. Let me show you how:

 

  1. Go to Banking on the left side panel and click Banking again.
  2. On the For Review folder, select all the transactions that were downloaded to the incorrect account.
  3. Click the drop-down arrow for Batch actions.
  4. Select Exclude Selected.

 

Once done, you can now reconnect the right account and download your banking transactions. This will get you back on track.

 

If you need assistance in going through with the steps, please feel free to contact us. Here's how to get our contact information:

 

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. On the Contact Us page, click a topic.
  4. Click on the Get Phone Number button to see the support number.

Keep me posted if you need anything else or if you have other questions about bank transactions. I'll be here to help.

H
HometownCompanies
February 13, 2019

I don't use the online version of Quickbooks - how is it done in non-online Quickbooks?

BettyJaneB
BettyJaneB
February 14, 2019

Thanks for letting me know about this, @HometownCompanies.

 

I can share with you the steps on how to move the transactions to the correct account.

 

You can delete those downloaded transactions that are showing on the incorrect account. Then create a temporary account in the register and merge it afterwards.

 

To do that:

  1. Click List on the upper menu.
  2. Choose Chart of Accounts.
  3. Click the drop-down arrow beside Account at the bottom.
  4. Select New.
  5. Type in the name of the new bank account.
  6. Click Save and Close.

To create a temporary account: 

  1. Create a new account in the Chart of Accounts.
  2. Paste the copied account name.
  3. Click Save & Close.
  4. Choose No when the "Set Up Bank Feeds" prompt appears.

To merge two (2) accounts:

  1. Right-click the old account, select Edit Account.
  2. Rename it with the new account.
  3. Click Save & Close.

Once done, you can try importing it again.

 

For more details about this process, please check out this article and refer to solution #2: Cannot deactivate Bank Feeds for an account.

 

There you have it!

 

Please let me know how it goes. I'll be around to help. Have a great day.

S
sbender
March 31, 2021

I had all of my payroll automatically deducted out of the wrong account. It only shows up on my end of it but it has my numbers all out of whack. How do I delete payroll transactions that Quickbooks took out of the wrong account?

LieraMarie_A
LieraMarie_A
March 31, 2021

I'll walk you through updating this information in QuickBooks, @sbender.

 

You can correct the posting account of your payroll transaction from your Payroll Settings. Once you changed your direct deposit account, you'd need to wait for two banking days for the two test debits to verify the account.

Here's how:

  1. Go to the Gear icon and select Payroll Settings.
  2. Click Preferences.
  3. Select Accounting Preferences.
  4. In the Checking Account drop-down arrow, select the correct account.
  5. Select Continue, then Done and Done.
     

You can read through this guide for more info: Payroll accounting preferences.

 

To correct the prior transactions, I recommend reaching out to our Payroll Support. They have the tools to check your payroll account in a secure environment and assist you in getting this resolved. 

 

Here's how to reach them:

  1. Click the (?) Help icon in the upper right-hand corner of the Dashboard.
  2. Select Talk to a Human.
  3. Enter a short description of your concern and press Enter.
  4. Click I still need a human.
  5. Select Contact Us to connect with our live support.
  6. Choose Get a callback.


To ensure we address your concern, our representatives are available from 6:00 AM to 6:00 PM on weekdays and 6:00 AM - 3:00 PM on Saturdays, PST. For more information, check out our support hours and types.  

 

I've added some articles for additional reference:


Touch base with me here if you need anything else. I’m always ready to help. Cheering you to continued success!

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