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userinfo57
Level 1

Can a check be moved from one bank to another? In Desktop you open the check and change the bank in the ul corner. When saved it moves from one register to the other.

 
1 Comment 1
MaryLandT
Moderator

Can a check be moved from one bank to another? In Desktop you open the check and change the bank in the ul corner. When saved it moves from one register to the other.

Yes, you can move the check from one bank to another, userinfo57.

 

All you need to do is open the transaction, then change the bank account. Let me show you how:

  1. Use the Magnifying Glass to find the check.
  2. Enter the date, amount, or transaction number you’re looking for, then select the desired transaction.
  3. If the transaction you're looking for does not appear on the results list, select Advanced Search.
    magnifying glas.PNG
  4. Open the check and change the account.
    change the bank account for the check.PNG
  5. Click Save.

You can also update it through the Chart of Accounts. Check out this article for instructions and detailed steps: Find, review, and edit transactions in account registers.

 

Keep me posted if there's anything else you need with QuickBooks. I'm always glad to help you.

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