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September 12, 2023
Question

How do you swap bank accounts for recently made transactions?

  • September 12, 2023
  • 1 reply
  • 0 views

Hello, my company got some bills from vendors. After recording the payments in Quickbooks Online under bank account -111 (the real bank account is not connected with Quickbooks), I realized that I recorded payments from the wrong account number, and they were supposed to be recorded from Bank account -222. How can I swap bank account number on those transactions from Bank account -111 to Bank account - 222? 
There are a lot of the transactions in there, so, the main question is: How to do it not manually? For certain amount of transactions at once?
Thank you!

1 reply

September 12, 2023

Thanks for taking the time to post this type of concern here in the Community, @snezhkok. It's our pleasure to help you out so you can keep track of your transactions correctly in QuickBooks Online (QBO).

 

We understand the importance of putting your transactions in the correct account. We can edit the bill payment transaction and put it into the correct account. Also, the option to do it at once is currently unavailable so we can do it manually. Let me guide you through the steps below.

 

  1. Go to the Expenses tab.
  2. Find the bill payment transaction you want to edit.
  3. Select View/Edit in the Action column.
  4. Update the transaction as needed.
  5. Choose the correct account, from the Bank/Credit account dropdown.
  6. Then select Save and Close.

 

We'll be adding these articles for further details on handling bills and payments in QuickBooks:

 

 

We'll be around if you have clarification about managing your account in QuickBooks. We're always happy to help, @snezhkok. Take care always!