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Level 1

Move a group of checks from one checking account to another

I have 2 separate bank checking accounts in my company chart of accounts. I manually entered over 150 checks into the wrong checking account. Is there a way to select all those checks and "move" them into the correct checking account?

Solved
Best answer December 10, 2018

Best Answers
Level 7

Move a group of checks from one checking account to another

Nope. You will have to edit the checking account on each check one at a time.

View solution in original post

7 Comments
Level 7

Move a group of checks from one checking account to another

Nope. You will have to edit the checking account on each check one at a time.

View solution in original post

Level 1

Move a group of checks from one checking account to another

I have multiple checks in the wrong check register, you said you have to edit the checking account on each...

How do I change the checking account?

Can I open the check in the wrong register & choose the correct one? I don't see where to do that. Please help! Thanks!

QuickBooks Team

Move a group of checks from one checking account to another

Thank you for posting here in the Community, @LA605.

 

Yes, you can open the checks with the wrong account and assign them to the correct one. Let me guide you how.

 

As mentioned by a ProAdvisor above, you'll need to edit the checks manually, one at a time. For you to edit them, feel free to follow these steps:

  1. On the Home Page, click on Check Register.
  2. Select the check.
  3. Under the Bank Account drop-down, choose the correct account it should be posted in.
  4. Click on Save & Close.

You may read this article in your free time: Create, Modify, and Print Checks.

 

Le me know if you have any other concerns. I'll be glad to help you.

Level 1

Move a group of checks from one checking account to another

@Alessandra_B, Is there a way to do this in Quickbooks online?
QuickBooks Team

Move a group of checks from one checking account to another

Thanks for joining the thread, @ashlee1.


Same with QuickBooks Desktop, you’ll have to manually edit each check and change the bank account linked to it. 


Here’s how:

  1. Go to Expenses from the left navigation.
  2. On the Expense Transactions page, locate the check.
  3. Click the Action column drop-down of that check and select View/Edit.
  4. Update the bank.
  5. Hit Save and close.

For future reference, take a look at this article: Add or edit transactions in a register.


Leave a comment below if you need further assistance. I’m more than happy to help. Take care!

Level 1

Move a group of checks from one checking account to another

Is there a way to change the account if it is ran as a paycheck through QB Online?

Moderator

Move a group of checks from one checking account to another

Thank you for posting here in the Community, @TJ67.

 

Yes, you can change the bank account of your paychecks by going to the Payroll Settings section in QuickBooks Online. However, please note that it'll only change the information of your payroll moving forward.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner.
  2. Under Your Company, select Payroll Settings.
  3. Go to the Preferences tab.
  4. Hit Accounting Preferences.
  5. Next to Bank Account, choose the correct cash account.

Check out these screenshots for your visual guide:

 

 

 

 

If you need to change the information on your previous paychecks, you can use the Journal Entry option. I recommend seeking expert advice from an accountant on choosing the right accounts to ensure your books are accurate.

 

For future reference, check out the Create journal entries in QuickBooks Online article. It also provides detailed instructions and a list of reasons to use them.

 

Get back to me if you have additional questions or concerns. I'll be more than happy to lend a hand. Have a great one.

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