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Flor Isola
January 3, 2025
Question

Move transactions to different account

  • January 3, 2025
  • 2 replies
  • 0 views

Hello, I need help moving transactions under one account to another one. There’s are transactions I imported with a file. I tried everything already. I went to categorized and put undo, I went into the reports and selected each transaction to try to change the account. Everything I try it doesn’t work. It says I have to un-match downloaded transactions or something like that. 

2 replies

MsNorthPND18
MsNorthPND18
January 3, 2025

On behalf of QuickBooks Online Accountant (QBOA), I appreciate your detailed concerns about moving transactions to a different account, Flor Isola. Thank you for your efforts. I'll share some insights into the issue you're facing.

 

First, you must unmatch all transactions before changing categories. QuickBooks automatically matches new bank and credit card transactions with existing entries or creates new records if no match is found. You simply review and approve these. However, if transactions are matched or categorized incorrectly, adjustments are necessary. Here's how:

 

  1. Go to Transactions, then select Bank Transactions.
  2. Select the tile for the bank or credit card account you downloaded the transaction from. Then click the Categorized tab.
  3. Find the transaction you want to unmatch.
  4. Pick the blue transaction link in the Added or Matched column to see the matched transaction.
  5. Choose Undo from the Action column.

 

For more information about unmatch or move transactions, you can check this article: Unmatch downloaded bank transactions or move them to another account.

 

Also, you may check out these useful resources for additional reference about handling downloaded transactions in QuickBooks Online:

 

We're always here to assist with your posts, Flor Isola. Feel free to hit the reply button if you need help with moving transactions in QBO.

F
Flor IsolaAuthor
January 3, 2025

Thank you, I appreciate your response but I already tried everything it says on quickbooks and googles and I’m still not able to get it right. Maybe my confusion is in the process of un-matching? I’m not sure I understand what this means. Is this not having any category for it? Is that even possible? And if so, what does that have to do with being able to select a new bank account for it?

F
Flor IsolaAuthor
January 3, 2025

I see the confusion. I’m trying to move the transaction from the checking account to a Venmo account (bank accounts. Not trying to change the account/category name. Trying to move transactions to show under my Venmo account instead of my checking account. 

EduardA
EduardA
January 3, 2025

Thank you for your prompt response and for providing detailed information about your situation, Flor.  Allow me to assist you further so you can successfully move transactions from your checking account to Venmo. Since you want to record the transaction under your Venmo account, we can delete and then recreate the specific transaction.

 

Here's how to delete:

 

  1. From the Categorized tab, click Undo for the transaction so it will go back to the For Review tab.
  2. From the For Review tab, select it again and tap Exclude.
  3. From the Excluded tab, put a check mark on it and then choose Delete.

 

Once you've brought your bank transactions back in. Let's link that money movement with your Venmo account to keep everything organized.

 

Let's start by recording the transaction as a transfer from your checking account:

 

  1. Go to Bank transactions from the Transactions tab in the Menu dropdown.
  2. Choose the checking account where the funds are coming from.
  3. Find the right transaction and click on it.
  4. Click Record as transfer and pick your Venmo account from the Transferred to dropdown.
  5. Hit Record transfer.

 

Now, let's match the transaction in your Venmo account:

 

  1. Navigate to your Venmo account where the funds are going.
  2. Click on the For review tab, then choose the Recognized filter from the dropdown menu.
  3. Find the transaction you just recorded. In the Action column, hit Match so that it syncs up in both accounts.

 

And there you have it. You've successfully linked your bank transfer to your Venmo account, keeping your transactions organized and perfectly matched across both accounts.

 

Moreover, you can also read this article when doing reconciliation: Reconcile an account in QuickBooks Online.

 

Should you have further questions and clarifications about moving transactions across different accounts, please let us know by leaving a comment below.

 

 

 

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