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January 22, 2023
Question

I deleted a transfer between two credit card accounts in error. How do I fix this?

  • January 22, 2023
  • 1 reply
  • 0 views
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1 reply

QuickBooks Team
January 22, 2023

Thank you for posting here in the Community, @tonibw.

 

I'll help you recreate the transfer transaction that you deleted accidentally.

 

If the transaction was from the bank feed, import the bank transaction manually. On the other hand, if manually entered, you can manually recreate the transfer.

 

Here's how:

 

  1. Go to + New.
  2. Click Transfer.
  3. From the Transfer Funds From dropdown list, choose the bank account from which the money is coming.
  4. From the Transfer Funds To dropdown list, select the bank account the money is going to.
  5. In the Transfer Amount field, enter the amount to transfer.
  6. Edit the Date field.
  7. Enter a description of the transfer in the Memo field (optional).
  8. Click Save and close or Save and new to complete the transfer.
  9. Select Yes if you double-checked the date.

 

You can check this article for more information about transferring funds from one bank to another: Transfer funds between accounts.

 

I'm also adding this article as your reference to categorize transactions in QuickBooks Online: Categorize and match online bank transactions in QuickBooks Online.

 

If you have follow-up questions about the fund transfer, let me know by adding a comment below. I'm always here to help. Have a good one.