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Level 1

Can you move a group of bankings entered in error into the wrong bank acc to another bank acc

 
1 REPLY 1
QuickBooks Team

Can you move a group of bankings entered in error into the wrong bank acc to another bank acc

Moving a group of bank transactions to another bank account can only be done by importing, carolinamoon.

 

If you've imported bank transactions using an Excel file, you can reverse the transactions by deleting the items manually in QuickBooks Online. 

 

Here's how:

  1. Go to the Banking menu.
  2. Click the For Review tab.
  3. Mark the items you want to delete.
  4. Click the Batch actions button and select Exclude Selected.
  5. Once done, go to the Excluded tab.
  6. Mark all the items to be deleted.
  7. Click the Batch actions button and select Delete.

This will also remove all the entries that are posted incorrectly. Once done, you can re-import the transactions to the correct bank account.

 

However, if you've entered the transactions manually, you can delete them one by one and re-enter them into the correct bank account. To do this, you can follow the steps below:

  1. Click Accounting on the left menu.
  2. Go to Chart of Accounts.
  3. Select the bank account to delete the incorrect entries.
  4. Click Account History, then click the transaction.
  5. Click Delete.
    bank register.png
  6. Select Yes.

After deleting all the incorrect transactions, you can manually re-enter them again.

 

You can match transactions you've already entered into QuickBooks. If you can find a match, it creates a new transaction for you. Please check this article for your future reference: Categorise And match Online Bank Transactions In QuickBooks Online.

 

Please reach out to us if you need further assistance. I'm always available anytime you need help.