imported transactions to wrong checking account
I downloaded transactions from my bank and accidentally imported them into the wrong checking account. What's the best way to fix this? I haven't accepted any transactions yet. If I accept them all and then delete them all, and then import the correct downloaded transactions, will that fix the bank balance?
I'm using Windows 10 Enterprise Version 52.28, Build 27.1.52.28.
Answers
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Hello @JudyO,
First, were these transactions imported through a QFX file, or through an automatic download set up such as Express Web Connect or Direct Connect?
Check back and let us know!
-Quicken Anja
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imported through a QFX file
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The best way would be to restore a backup from before. Then import them again. You should be making frequent backups.
I'm staying on Quicken 2013 Premier for Windows.
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One easy way to move all the misplaced transactions:
- Select all of them (select first row, then scroll down and shift-click on the last row)
- Right-click (on any selected row) to bring up the menu
- Select "Move transaction(s)", then select the desired account from the drop-down list, select OK.
That should do it. I've done this many times.
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