Is there a quick method to switch payment account on multiple transactions?

Ande1801 · ‎September 28, 2021

Client split Transactions from A single Bank Account to Multiple accounts in Quickbooks online, have assigned these as Subaccounts to the main account but cant match transactions from the online banking link to the transactions entered in the sub accounts, is there a quick way to transfer these transactions so can match with online banking for quick reconciliation? or am I just looking at going through Each Transaction one by one?

Nick K · ‎September 29, 2021

Hi Ande1801,

Welcome to Community! Having the ability to merge transactions to the correct account in QuickBooks Online is a smooth process. I'd be happy to help you with this!

It's important that you're aware this is permanent and cannot be undone. To get started, follow these steps:

1. In the Chart of Accounts, find the account you want to Keep

2. From the drop-down in the Action column click Edit

3. Note the Name and Detail type of the account (I recommend taking a Screenshot)

4. Check if the Is Sub-Account option is marked. If it is, note the parent account it's tied to.

Now, let's go to the Sub-Account that you want to remove or merge;

1. Click on the dropdown in the Action column and then Edit.

2. Change the Name and Detail Type so the account information matches the account you want to Keep exactly.

3. Uncheck the Is Sub-Account option so it becomes a parent account.

4. When you're ready, select Save and then Yes to confirm.

The transactions from the Sub-Account will now be in the Parent account that you've chosen to keep!

If you have any additional questions, please feel free to reach back out. We'd be glad assist you!

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Nick K · ‎September 29, 2021