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Transferring Transactions Between Accounts

Written by Jimmy Chowdhury

Steps to Transfer Transactions

  1. Click Accounting in the left navigation menu.

  2. Click Accounts.

  3. Select the account you want to transfer transactions from.

  4. Click Delete Account.

  5. When prompted to transfer transactions instead of immediately deleting the account, click OK.

  6. Choose the destination account for the transactions.

  7. Click Save.

  8. Click OK to confirm.

Post-Transfer Account Deletion

After the transactions are moved, the original account will remain empty.

If you want to delete the original account, select it again and click Delete Account.

This time, the account will delete immediately because it no longer contains transactions.

For more detailed instructions, including similar processes for tenants and vendors, see How to Transfer Transactions or Delete Entities with Financial History.

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