Can I transfer entries between one account and the other?

PSCSS

Afternoon,

I have accidentality entered a heap of bills and payments into the wrong account (we recently changed from a partnership to PTY LTD) and was wondering if I could 'copy and paste' into the correct account. Also is there a 'delete all' for all transactions during a selected quarter?

Kris_Williams

No to both questions, at least as far as I know

Acctd4

Unfortunately Kris is correct - there’s no bulk edit/delete feature.

The best workaround is to do a search for transactions (the Find function located under the Edit dropdown menu is outstanding for this ☺️) then click on Report to display a report of just these entries rather than having to trawl through lots.

* Use the Filter Transaction Type & select Bills

* If they’re all entered to a specific account, use the Account filter & select the applicable account.

* Select the Detail filter > Summary Only

That may be the only filters you need but if there are other Bills still displaying, you can filter it further:

* If you entered them all on a particular date/date range, select the Entered/Modified filter & enter/select the applicable date/range.

* If they’re all for a specific Supplier(s), click on the Name filter to select the one or multiple ones accordingly.

These should narrow it down nicely 😁

You can then just drill down on each bill in the list & - if you’re using the account filter - once you change the account in each transaction, that Bill will automatically come off the report until the report is blank (meaning you’ve finished changing them all ☺️)

The ability to edit/delete in bulk has been on the Reckon Ideas Wishlist for a long time so be sure to add your vote!:

https://ideas.reckon.com/ideas/RAB-I-241

Acctd4

I’ve just realised you may actually be referring to between company files rather than “accounts” - is that what you’re meaning? 🤔

If so, unfortunately - while Lists can be exported/imported between files - this isn’t possible for transactions 😩

(Might be worth checking if this idea exists too & adding/voting for that also 😬)

GerryWinter

You may want to look at your backups and depending on what else you have done restore to a time before you did the entries that you dont want.

PSCSS

Thanks for the info guys - ended up deleting all I entered and will just have to re enter. And Yes Shaz, between two different companies.

Lesson learnt - double check before you enter anything!!!!!

Enjoy the rest of your weekend!

Sarah