DESKTOP EDITION CLOUD EDITION SERVER EDITION GUIDES FORUM

Bulk move/change transactions


#1

Is there a way to move a lot of transactions from one account to another ?

I have allocated quite a few transactions to one income account, but changed my mind and would like them posted against another income account.


#2

Go to Chart of Accounts under Settings and edit the name of the account you would like to merge to exactly the same name as the account you would like the transactions to be transferred to. You will then see an notice above the account names “There are duplicates in this view” - Find & Merge. Click Find & Merge to merge the transactions.


#3

Thanks, that did the job !