cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

IS THERE A WAY TO SELECT MULTIPLE TRANSACTIONS AND MOVE THEM TO A DIFFERENT ORIGINATING ACCOUNT? (i.e. MOVE THEM FROM CREDIT CARD TO CHECKING ACCOUNT?)

 
1 Comment
QuickBooks Team

IS THERE A WAY TO SELECT MULTIPLE TRANSACTIONS AND MOVE THEM TO A DIFFERENT ORIGINATING ACCOUNT? (i.e. MOVE THEM FROM CREDIT CARD TO CHECKING ACCOUNT?)

Yes, there's a way we can move your accounts from one account to another, @whitney-stenberg.

 

What we need to do first to exclude your credit transactions. Here's how:

 

  1. Click the Transactions tab.
  2. You can choose the transactions you need to export by using the TypeAccount and Tax Year filters.
  3. Once you've selected what you need, click on the Download icon located to the right of the filters.

 

After this, you need to exclude your credit card transactions to avoid duplicates. Simply follow these steps:

 

  1. Open the transaction from the Transaction page.
  2. Check Exclude on.
  3. Select Save.

 

Once done, you can import these transactions to your checking accounts.

 

You can also review these transactions to double-check for any duplicates.  

 

  1. Go to Transactions tab.
  2. From the Account: All drop-down, select the account.
  3. From the Date drop-down menu, click All.
  4. Select the Date column header to sort the list by date.
  5. Look a few days before and after the original oldest transaction you noted in Step 1. If there are any duplicate transactions, delete the duplicates.

 

That should do it! Stay in touch with us here in the Community.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us