Transfers not showing in destination account
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Bill9
Member ✭✭
Converted windows (latest subscription version) to Mac (also latest subscription version) file. Some transfers in checking account do not appear in their destination account. I cannot define a pattern for defining failed transactions so am having to go through destination accounts that don’t balance with Windows records of same account, manually find a missing transaction and then return to checking account and correct it.
Correcting failed transaction always involves deleting a defective split created by your conversion program (identified with a red arrow in the transfer destination field) and re-entering the transfer details in the main (not the split) record.
I have 500+ transactions to correct. Is there any way to automate this process or at least generate a list of transactions with this error? I feel like I’m running blind.
Bill
Correcting failed transaction always involves deleting a defective split created by your conversion program (identified with a red arrow in the transfer destination field) and re-entering the transfer details in the main (not the split) record.
I have 500+ transactions to correct. Is there any way to automate this process or at least generate a list of transactions with this error? I feel like I’m running blind.
Bill
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Best Answer
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Hello @Bill9
Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.
While there is no utility or automation process available to scan and change transactions to the appropriate transfer, you may edit multiple transactions at once.
If there is a specific payee that you can search for you, you can isolate and highlight the transactions and designate these as transfers.
Please note that this will not work for split transactions, split transactions need to be edited individually.
I hope this helps!
-Quicken Tyka
~~~***~~~5
Answers
-
Hello @Bill9
Thank you for taking the time to visit the Community to report this issue, although I apologize that you have not received a response.
While there is no utility or automation process available to scan and change transactions to the appropriate transfer, you may edit multiple transactions at once.
If there is a specific payee that you can search for you, you can isolate and highlight the transactions and designate these as transfers.
Please note that this will not work for split transactions, split transactions need to be edited individually.
I hope this helps!
-Quicken Tyka
~~~***~~~5
This discussion has been closed.