Help · Accountant
Bulk update in SwiftlyBooks
Move many transactions to another account at once, such as fuel posted to the wrong expense.
Move them
- Choose the From account they are on, and when they are Dated.
- To narrow them, type words under Description has, such as fuel, diesel.
- Choose where they go: another account, or a branch or tag where you have them.
- Untick any line that should stay as it is.
- Press the button that counts them, such as Move 12.
What stays as it is
- A line in a closed month, or in a reconciliation, shows a padlock and stays.
- An invoice or bill stays in the branch that numbered it. Only journals move branch.
- Payments, transfers and opening balances aren't offered: change them where they were made.
- Accounts the books keep for themselves, such as receivables and VAT, aren't offered.
Good to know
- Each entry moved is reversed and posted again on its own day, its values unchanged to the cent.
- Download the list keeps a copy of what you chose before you move it.
- Each move is kept in the activity log.
Related
The same help is in the app: press the ? at the top of any page.