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gcmerhoff
Level 1

I have transactions that are currently in the wrong account. How do I transfer or move them to the correct account?

 
1 Comment 1
Joseph_A
QuickBooks Team

I have transactions that are currently in the wrong account. How do I transfer or move them to the correct account?

Good day, gcmerhoff.

 

You'll have to manually open each transaction and change the account to the correct one. I'll guide you how.

 

1. Go to the Expenses tab.
2. Open the transaction that is associated with the wrong account.
3. Under the Category drop-down, select the correct account.
4. Click Save and Close.

 

You can also check this article on how to run a report with vendor totals.

 

Feel free to post again for additional questions you might have. We're here to help. 

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