Moving a transaction to a different account

If you enter a transaction into the wrong account, you can easily correct your mistake without having to re-enter the transaction.

To move a transaction to a different account:

  1. Open the register where you mistakenly entered the transaction.
  2. Select the transaction.
  3. Choose Edit > Copy <item>.

    In the menu, <item> changes depending upon the type of transaction you have selected in the register. For example, if you have selected a check, the command is Copy Check. Do not choose the Copy command.

  4. Open the register for the correct account. Click in the blank transaction at the bottom of the register.

    Restriction: You can copy and paste a transaction only between registers that accept the same types of transactions. For example, all bank transactions and credit card transactions have similar fields, so you can copy and paste a bank transaction into a credit card register. On the other hand, you cannot paste an A/R transaction (such as an invoice), or an A/P transaction (such as a bill) into a bank account register.

  5. Choose Edit > Paste <item>.
  6. Click Record to record the transaction in the new register.
  7. Delete the transaction from the original register.