BettyJaneB
QuickBooks Team

Banking

Thanks for letting me know about this, @HometownCompanies.

 

I can share with you the steps on how to move the transactions to the correct account.

 

You can delete those downloaded transactions that are showing on the incorrect account. Then create a temporary account in the register and merge it afterwards.

 

To do that:

  1. Click List on the upper menu.
  2. Choose Chart of Accounts.
  3. Click the drop-down arrow beside Account at the bottom.
  4. Select New.
  5. Type in the name of the new bank account.
  6. Click Save and Close.

To create a temporary account: 

  1. Create a new account in the Chart of Accounts.
  2. Paste the copied account name.
  3. Click Save & Close.
  4. Choose No when the "Set Up Bank Feeds" prompt appears.

To merge two (2) accounts:

  1. Right-click the old account, select Edit Account.
  2. Rename it with the new account.
  3. Click Save & Close.

Once done, you can try importing it again.

 

For more details about this process, please check out this article and refer to solution #2: Cannot deactivate Bank Feeds for an account.

 

There you have it!

 

Please let me know how it goes. I'll be around to help. Have a great day.