Downloaded transactions from bank including two DD paychecks. QB created a new account and placed those paychecks in it. How to move them to the correct account?

Hello, PeteG1. I'll help you find the correct way to move your transactions to the proper account.

I'm here to assist you with moving the transactions to the correct account. To do this, we need to take a few steps. Firstly, we'll need to disconnect the account from which the transactions were downloaded to the wrong account. This ensures that we avoid ending up with duplicate transactions. But before disconnecting the account, we must undo the transactions downloaded to the wrong account.

Here's how:

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

Once you've successfully undo the transactions, we can disconnect and reconnect the account and download the transactions to the correct account. 

1. Click Transactions or  Banking, then select Banking.
2. Tap the pencil icon in the upper-left corner of the tile for a bank account.
3. Choose Edit account info.
4. Check off Disconnect this account on save.
5. Press Save and Close.

Once the transactions are all in your financial transactions, it's time to match and categorize them carefully. This process involves identifying each transaction and assigning it to the appropriate category based on its type and purpose. This step is crucial in accurately recording your expenses and income. By categorizing your transactions, you can easily track them and create a budget that suits your financial goals. It's also a good idea to review your transactions regularly to ensure they have been categorized correctly and make any necessary adjustments.

Then, you can do your usual reconciliation to keep your books accurate.

I can always provide more banking insights if you need one in the future. I'll be here to help you. Have a great day!