How to Move Transactions in QuickBooks Simple Start

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Up until November 2023, I used the desktop version of QuickBooks which resided wholly on my local computer. I prefer keeping my data on my own system. However, in 2023 QuickBooks changed their pricing system so that you were required to pay a fee every year to even SEE your data, and the price skyrocketed. I finally gave up and converted my data to live online in the QuickBooks Simple Start system.

Of course, one of the very first things I did was accidentally import a QBO file of data into the wrong bank account. So now I had three months of data which belonged in Bank A but accidentally had been brought into Bank B.

While fixing this is easy in the other QuickBook systems, for QuickBooks Simple Start, it’s not so simple.

You have two voices.

Choice 1: Manually Edit Every Single Transaction

If you only have one or two transactions, you can edit each one and change its home to the new account. That is fairly straightforward and ends up with the needed result. However, I have a LOT of transactions in my account. I absolutely did not want to hand edit every single one.

Choice 2: Bulk Delete Existing Transactions and then Reimport Data

This is what I ended up doing. It’s not as straightforward as you might think, though. Here’s the steps.

1. Go into the Banking area, choose your account, and select the tab for the already ‘Categorized’ items.

2. You can only do this ONE PAGE AT A TIME. Select with the left-hand box the items you want to delete. When you have them all selected, click UNDO. I know, UNDO makes it sound like you want to cancel what you’re currently doing. What UNDO actually means is to take them out of a categorized state.

3. Once you have clicked ‘UNDO’ on every set of transactions you want to remove, switch over to the ‘For Review’ tab. This should now have all of those transactions in it. Again, select them all. If these are the only ones in your review area, you can use the ‘select all’ box at the top left of the listing. Select EXCLUDE.

4. Now the transactions have moved over into the ‘Excluded’ tab. This is really a drawn-out process. You can now select all of the transactions and choose DELETE.

I suppose they want to make absolutely sure you really want to delete entries before you do. On the other hand, when you’re actually editing a single transaction you can easily press DELETE right there without four different steps involved. So sometimes they drag a process out and sometimes they make it one-click easy.

In any case, once you’ve deleted all the erroneous entries out of the system, you can fresh import your QBO file into the correct area.

If you had entered the data by hand, so there’s nowhere to import it from, I suppose you’re stuck with the process of editing every single item one by one in the system. Or perhaps you could export all the data and then try importing it fresh into the new location.

Good luck!

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