Can you jump to a different account in QuickBooks Online? If I may a payment on my credit card from checking can I jump to the cc account?

pankratztrucking · ‎February 19, 2020

I used to be able to do this in Quicken 2007 by "Go to matching transfer". This allowed me to jump from one account to another without having to scroll thru my Chart of Accounts for the account I transferred to. So if I make a payment from my checking to one of my credit cards, I could just "Go to matching transfer" and the register for the credit card would open.

Candice C · ‎February 19, 2020

Hey there, @pankratztrucking.

I hope your afternoon is going well. At this time, the option to jump from one chart of account to another through a transaction isn't available. I want to make sure your concerns are addressed, so I'm going to personally submit feedback to our Product Developers so they can consider this in one of the upcoming releases for QuickBooks.

Remember, I'm only a comment or post away if you need me. Enjoy the rest of your afternoon.

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Candice C · ‎February 19, 2020

Hey there, @pankratztrucking.

I hope your afternoon is going well. At this time, the option to jump from one chart of account to another through a transaction isn't available. I want to make sure your concerns are addressed, so I'm going to personally submit feedback to our Product Developers so they can consider this in one of the upcoming releases for QuickBooks.

Remember, I'm only a comment or post away if you need me. Enjoy the rest of your afternoon.

CeruleanShine · ‎December 01, 2023

This functionality is sorely missed. Please restore it in Quickbooks as soon as possible. I want to be able to fix all of the mis-categorized items I have in quickbooks.

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Can you jump to a different account in QuickBooks Online? If I may a payment on my credit card from checking can I jump to the cc account?