Bank account feeds switched accounts and entering data into wrong bank account

[Clare1]

Hello

We have a client who has two bank feeds which were working correctly up until 3 months ago when they seem to have been switched (so the bank feeds are going into the wrong accounts now). There is now 3 months of bank entries posted into the wrong bank account. How can we switch the bank account feeds back to the correct accounts and also remove the incorrect entries and get the bank feed to re-input the bank entries correctly?

Any help much appreciated!

[ian_roberts]

I can’t help with the actual feeds but presumably it should just be a case of deleting them and setting them up again from scratch on the correct accounts. But for the wrongly posted items you don’t need to delete and re-import them, you can use the bulk recode tool to move things around.

First create a temporary bank account. Then go to the chart of accounts, expand the assets and liabilities section and click through to the nominal account view of bank account A. Now select the entries in the incorrect period (you might have to do this a screen of 50 at a time), tick the boxes and use “move to new code” to move them to the temp account. Then do the same to move items from account B to A, then temp to B, then finally you can delete the temp account.

[Clare1]

Thanks Ian, that’s very helpful

[QFMathew]

Hi @Clare1

I will send you a private message shortly to take a closer look at the issue. However, what @ian_roberts has mentioned above regarding the disconnecting and reconnecting, and movement, would be correct.