How do I change the bank account info that has been posted to the wrong account when I entered it manually?

Thanks Mark, very helpfull. 

Hello, I was using QBSE, which only has a cash account.  I switched to QBonline and added my checking account.  All of the transactions that carried over, were put in the cash account automatically.  Now that I've added my checking account to QBonline, can I use reclassify transactions to move all of the transactions from the cash account to the checking account?  Do I have to do them one at a time?  Can I group them and move them from cash to checking?  Thanks,

Good day, @tdaniels77.

The option to move bank transactions from one account to another depends on how you bring your data from QBSE to QBO. 

If you select Bring my data during the switching of plans/subscription, I'd suggest using the Transfer feature in QuickBooks Online. Doing this will only move your bank balance but not the transactions themselves. Though, this would lessen your time correcting your bank balance. 

Here's how:

1. Click New and select Transfer.
2. Choose the cash account from the Transfer Funds From drop-down list.
3. Select the checking account from the Transfer Funds to drop-down menu.
4. Click Save and new.

Please take note that you'll only be able to perform this action if you see the Explore QuickBooks option during the migration.

If you don't see the Explore QuickBooks option and manually move data using a CSV file, I'd recommend undoing your categorized transactions. Then, exclude them and manually re-upload transactions again using a CSV file to correct the checking account. 

Once they're in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

The final step is to reconcile them. This ensures your books are accurate and there aren't any duplicate transactions.

I'll be here if you have any concerns or questions just let me know in the comment section below. Stay safe and have a wonderful day ahead.

Good day, @tdaniels77.

The option to move bank transactions from one account to another depends on how you bring your data from QBSE to QBO. 

If you select Bring my data during the switching of plans/subscription, I'd suggest using the Transfer feature in QuickBooks Online. Doing this will only move your bank balance but not the transactions themselves. Though, this would lessen your time correcting your bank balance. 

Here's how:

1. Click New and select Transfer.
2. Choose the cash account from the Transfer Funds From drop-down list.
3. Select the checking account from the Transfer Funds to drop-down menu.
4. Click Save and new.

Please take note that you'll only be able to perform this action if you see the Explore QuickBooks option during the migration.

If you don't see the Explore QuickBooks option and manually move data using a CSV file, I'd recommend undoing your categorized transactions. Then, exclude them and manually re-upload transactions again using a CSV file to correct the checking account. 

Once they're in QuickBooks, it's time to match and categorize them. The transactions go into your accounts after you review them.

The final step is to reconcile them. This ensures your books are accurate and there aren't any duplicate transactions.

I'll be here if you have any concerns or questions just let me know in the comment section below. Stay safe and have a wonderful day ahead.

I am having this same issue. I am missing 2 months worth of transactions, and my bank does not allow me to choose transactions to save as a CSV file (I talked to several people at my bank). So I tried to enter the transactions manually, but they are all posting to the Cash account (even though I have my checking open in QBSE). This is SO frustrating. I would love to know how I can switch these transactions to my checking or manually enter them (again) into the proper account, Thank you,