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April 10, 2021
Question

How to moves items to the right chart of accounts. I entered a bunch of pay cheques to the wrong account

  • April 10, 2021
  • 1 reply
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1 reply

April 12, 2021

Hello userstetsonelectric,

 

Sometimes it's necessary to move your transactions from one account to the other and I'll be happy to help you. QuickBooks is a user-friendly program that enables you to bring your financials into perspective with ease. 

 

Before proceeding with the steps below, it's important to note that there isn't a way to batch move a group of transactions at once. You'll have to manually edit each transaction and here's how: 

  1. Click the Accounting menu.

  2. Go to the Chart of Accounts tab.

  3. Navigate to the appropriate account for the transaction in question.

  4. Click Account history from the Action column.

  5. Select the transaction you want to edit.

  6. Enter your changes.

  7. Hit Save.

There you go! You now know how to move transactions from one account to the other. Feel free to check out this article here which shows you how to: Categorize and match online bank transactions in QuickBooks Online.

 

Give this a try and let me know how you make out. I'll be here in case you need anything else. Otherwise, I wish you a great rest of the week.