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susanne2
Level 1

I added trasactions to the wrong bank register is there a quick easy way to move them over to the right bank account or do i need to start over ?

how to move transaction for one bank account to anyother?
1 Comment 1
jamespaul
QuickBooks Team

I added trasactions to the wrong bank register is there a quick easy way to move them over to the right bank account or do i need to start over ?

Hello, Susanne.

 

I have a bunch of options to help you move your transactions to the correct bank account. 

 

Yes, there is an easy way to move them over to the right bank account. However, it depends on how the transactions were added. Was it done through a CSV file? If that's the case, you'll simply want to undo the transactions in the Banking page. Here's how: 

 

  1. Go to the Banking page, then click the Categorized tab. 
  2. Check the transactions you want to remove from the bank register. 
  3. You can also check the box column to select all transactions.
  4. Click Undo

 

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Next, reupload the CSV file to the correct bank register or account. There are two ways to go from here. If you just simply uploaded it, you can remove it completely. Another thing to do is to delete the transactions from the For review tab (if there's an existing live banking connection). 

 

Remove the uploaded CSV file: 

  1. Go to your Chart of Accounts and find the bank register where the file was uploaded to. 
  2. Click the down arrow icon under ACTION.
  3. Choose Edit
  4. Check the box under File Upload Account.
  5. Click Save and Close

 

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Delete the transactions from the For review tab: 

 

  1. Go to the For review tab 
  2. Check the transactions you want to delete. 
  3. Click the Exclude button. 
  4. Go to the Excluded tab. 
  5. Check those transactions again, then hit Delete

 

Undobank4.PNG

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If those transactions were added manually, you'll simply want to open them one by one from the bank register and edit them:

 

  1. Go to your Chart of Accounts.
  2. Find the bank account, and click on View register
  3. Select the transactions you want to move, then click the Edit button. 
  4. Change the bank account under the Deposit to or Bank drop-down menu (depends if you're pulling up an expense or an income transaction). 
  5. Click Save and close

 

Undobank5.PNG

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Editing the transactions might be feasible than starting over again. If this is your first time setting up your account and adding transactions, starting over can be an option. Check this article for more details: Delete your data and start over in QuickBooks Online.

 

Our articles can help you out with other tasks in QuickBooks Online. It can also help you familiarize with program. Check them out here

 

More than happy to provide assistance again if you have other concerns with your transactions or in QuickBooks Online. Post a reply below and I'll get back to. Hoping you'll have an awesome day ahead. 

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