I have just discovered that there are a number of transactions attributed to a current account on quickfile that I have not created. How has this happened and how do I transfer data back to the correct account?
many thanks!
QuickFile comes with a number of bank accounts by default, such as:
- Current Account
- Bank Reserve Account
- Proprietors Drawings Account / Partners Drawings Account / Director’s Loan Account (dependent on business type)
- Petty Cash
- Credit Card
Anything in additional to these would have been user created.
If it’s the case that you didn’t create them, I would recommend checking with any other account users to see if they did this.
Regarding moving them to the correct account however, this should be straight forward. Take a look at this post: Bulk change incorrect postings
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