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Level 1

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

 
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Best answer September 26, 2019

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Level 10

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

The easiest way to do this is directly from the Expenses tab of the left Dashboard.

These are the steps to follow:

From the left Dashboard > Expenses > Expenses 

Select Filter and choose Account "Category" in question and hit Apply. This will pull the transactions you want to change the account. Select All (or choose transactions to change account)

Go to "Batch actions" and select "Categorize selected" option.

On the next screen, you can select Account Category you want and hit Apply button. That should do it. See screenshots below for reference.

Hope this helps!

View solution in original post

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Highlighted
Level 10

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

The easiest way to do this is directly from the Expenses tab of the left Dashboard.

These are the steps to follow:

From the left Dashboard > Expenses > Expenses 

Select Filter and choose Account "Category" in question and hit Apply. This will pull the transactions you want to change the account. Select All (or choose transactions to change account)

Go to "Batch actions" and select "Categorize selected" option.

On the next screen, you can select Account Category you want and hit Apply button. That should do it. See screenshots below for reference.

Hope this helps!

View solution in original post

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Level 1

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

Thanks.
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QuickBooks Team
QuickBooks Team

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

I can guide you on how to correct multiple transactions in QuickBooks Online (QBO), Marlon Landicho.

The easy way to correct multiple transactions debited to the wrong account is to access them in the Bank Register page. Then, edit per transaction to the correct bank or credit card account.

Here's how:

  1. Click Accounting in the left menu.
  2. Choose Chart of Accounts.
  3. Choose the Bank account where the transactions have made. Then, click View Register.
  4. Click the Filter icon.
  5. Choose the Transaction Type and Date.
  6. Click Apply.
  7. Click on the transaction you need to correct. Then, click Edit.
  8. Change the correct bank/credit card account on the transaction.
  9. Click Save and close.
I have a link here that contain articles about managing money in and money out transactions: https://community.intuit.com/browse/quickbooks-online-intl-moneyin-moneyout.

You can always reply to this post if you need anything else with correcting transactions in QBO. I'm here to help.
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Level 1

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

Thank you for your reply. is this for QBO? or for desktop version.  I am using QBO.  Thanks.
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QuickBooks Team
QuickBooks Team

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

Thanks for coming back, Marlon Landicho.

The steps I've provided is for QuickBooks Online (QBO) version.

Please reply to this thread if you need anything else in QBO. I'd be glad to help.
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Level 1

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

Does anyone know how to do this with the desktop version?

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Moderator

I have multiple transaction that i need to correct. Is there an easy way to do this? The transactions was debited to the wrong account. Thanks

It seems this is a duplicate post, @philipjacobs

 

I've already answered to your concern above. Please check this link for your reference: https://quickbooks.intuit.com/learn-support/global/manage-suppliers-and-expenses/re-i-got-the-option...

 

Please know that you're always welcome to create a new post here if you have other questions in mind. Take care always, @philipjacobs