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December 15, 2021
Question

I have 2 accounts for the 1 supplier how do i transfer the transactions to the correct supplier account?

  • December 15, 2021
  • 1 reply
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1 reply

December 15, 2021

Hello there, rose@accessstair.

 

I can guide you on how to correct transactions in QuickBooks Online.

 

Just making sure, are these imported transactions in your banking feed? If so, you can record it as a transfer from one account to another. I'll show you how.

 

  1. Go to the Banking or Transactions menu.
  2. Select the bank account that the transaction is coming from.
  3. Click the transaction to open it, select the Record as transfer tab.
  4. Hit the Record as transfer.
  5. Go to the bank account to which you transferred the transaction.
  6. Click the For Review tab, then choose the Recognized filter from the dropdown.
  7. Locate the transaction, From the Action column, choose Match so the transaction is matched in both accounts.

 

I've included this article for your reference: Transfer funds between accounts.

 

In addition, check out this resource to learn more on managing your business expenses in QuickBooks Online: Enter and manage expenses in QuickBooks Online.

 

You can always add any details below if you need further assistance with QuickBooks transactions. I'd be here to help you more.