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Dan4279
Level 1

Can I get my transfer back if I accidentally sent to wrong account

I had a boookkeeper come and change a bunch of my information.  I didn't know she added her bank to my QuickBooks as well.  So when I went to transfer money to my rcu account I thought I selected the right one.  Apparently not. How can I reverse the transfer .?
1 Comment 1
GebelAlainaM
QuickBooks Team

Can I get my transfer back if I accidentally sent to wrong account

Hello there, Dan4279. We appreciate you for posting your concern here on the Community website. We are glad to provide you with some insights on how we can fix the money you transfer to the wrong account in QuickBooks Online (QBO).

 

We can understand the importance of keeping track of your funds and transactions to the correct accounts in our program. May I know what method you use in transferring the funds?

 

If you're using the Transfer feature, you can edit or delete the transaction and recreate another one with the correct account. Please know that QuickBooks is designed for recording purposes only.


Search the transaction in the Magnifying glass then update the posting account or click More and choose Delete. See the screenshot for visual reference:


image.png

On the other hand, if you've processed the transaction through your Merchant Service account or QuickBooks Payments, you can void or reverse the amount by following these steps:

  1. Sign in to your QuickBooks Payments account.
  2. From the Processing Tools drop-down, select Reverse a Transaction.
  3. Fill out the necessary fields and select Search.
  4. Select the entry you want to return, then hit Submit.

You can contact our Payments Support team if you need further assistance with the process and make sure the transaction is posted to the right account.

 

We'll also include these articles for future reference in categorizing transactions and reconciling your account:

 

 

Please keep us posted if you have clarifications or additional concerns with managing your QuickBooks account. We'll always be here for you, Dan4279. Have a good one!

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