Sometimes an invoice is entered in the wrong bank account. This article walks through the process of changing an unposted invoice from the Payroll checking account to the Operating checking account.
Change the bank account for an unposted invoice
- From the Accounts Payable menu, select Manage > Unposted Transactions.
- Verify that you are in the bank account where the invoice was incorrectly posted. If you are not, click the change link in the upper right-hand corner.
- Select the Bank Account where the invoice is currently entered, then click OK.
- Select the invoice that was entered into the wrong bank account by clicking the checkbox next to it.
- Click the Change Bank Account button.
- In the Change Bank Account window, select the correct bank account for the invoice and click Continue.
- A confirmation message appears at the bottom of the page once the invoice has been moved.
Verify the invoice moved to the correct account
The invoice no longer appears on the Transactions grid for the original bank account. To confirm it landed in the correct account:
- Click the change link in the upper right-hand corner.
- Select the Bank Account you moved the invoice to, then click OK.
- After the page refreshes, the invoice appears in the correct bank account.
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