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How to move the posted G/L transactions to another category?

Posted on by 148
Hi. We have transactions that are booked against a specific G/L account, and we would like to book it against a different subcategory G/L account. How do we do this? 
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 5,579 Super User on at
    How to move the posted G/L transactions to another category?
    depending how the gl transaction was posted. If the entries were created through posting documents like a sales invoice, you need to reverse the document via credit memo.
     
    If you posted it from a journal directly, you have 2 options.
     
    1. as Yun suggested, reverse, create a new journal line and post to the correct account
    2. you could also create a new journal line for the correct account, and put the incorrect gl account as a balancing account. What this does is that BC will post to the correct account and reverse the incorrect entry.
     
    Jun Wang
     
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 64,374 Super User on at
    How to move the posted G/L transactions to another category?
    Hi, if you post directly from General Journals, you can only Reverse it and post it again.
     
    Hope this helps.
    Thanks.
    ZHU

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