bank uploads to wrong client: Hi! I just uploaded 8 bank accounts and transactions to the wrong client account. (Yikes!) In QBO. Is there any way to fix this short of deleting everything from the one client and doing it over in the correct client? *sigh* Thanks for your help! Lisa
Let’s get this sorted out, delmarbookkeepin.
You can delete the downloaded transactions from the banking page and import them to the correct account. Let’s get started.
- Click Banking in the left panel and select the transactions you’ll need to exclude under the For Review tab.
- Click the drop-down arrow beside Batch actions.
- Hit Exclude Selected.
Resolution for 'bank uploads to wrong client issue: 'Hi! I just uploaded 8 bank accounts and transactions to the wrong client account. (Yikes!) In QBO. Is there any way to fix this short of deleting everything from the one client and doing it over in the correct client? *sigh* Thanks for your help! Lisa' available: Yes.
The bank uploads to wrong client issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the bank uploads to wrong client issue yourself by looking for a resolution described in the article. If it is a complex bank uploads to wrong client issue or you are unable to solve the issue, you may contact us by clicking here or by using other bank uploads to wrong client support options.
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