If you've made a mistake, you may need to transfer entries from one account to another. This transfer can be done under certain conditions. This article walks you through how to do it.
Correcting a mistake using entry transfers
Entry transfers should only be used when you've made an accounting mistake.
For example:
- You entered a book entry through the Accounting > Entry module and selected the wrong account;
- You used the wrong bank account when recording your accounting entries;
- You customized the account linked to a price tier on a Form but entered the wrong account.
In these cases, transferring entries is the right approach — the issue is incorrect information recorded in the platform.
To maintain accounting integrity, do not transfer entries from account A to account B if they were correctly recorded in account A in reality. An entry transfer is meant to correct an accounting mistake — it is not the same thing as an internal transfer, for example. Additionally, this action is permanent and irreversible.
If you want to record an internal transfer instead, see this article: Recording an internal transfer entry
How to perform the transfer
Go to Settings > Accounting. At the bottom of the page, under Advanced Actions > Entry Transfers, click Continue.
This takes you to the transfer page. To search for entries, select the account where your entries are currently recorded, along with the date range during which the incorrect entries were recorded.
If the mistake is linked to a specific Form (an incorrect account tied to a price tier), you can also specify the Form and price tier by checking the "Search by event or campaign" box.
Once you've filled in this information, click Search.
The matching entries are automatically selected. If you don't want to transfer all of them, simply uncheck the ones that should stay in the original account.
Next, search for the target account — the account where your entries should have been recorded.
Once you've selected the accounts and entries, click Proceed with Transfer.
This action is irreversible: make sure everything is correct before proceeding with the transfer!
Limitations and restrictions
Some entries cannot be transferred in order to preserve accounting integrity. These restrictions apply to:
- entries belonging to a closed accounting period;
Note: You can force the transfer for all entries, including those in a closed accounting period, by checking the "Force Transfer" box.
- carried forward entries automatically generated at closing (account 890 - Statement of financial position);
- entries linked to the online payment account (517).
Note: If an entry affects both account 517 and another account (e.g., 756), the entry on the other account (756) will also be blocked. If you've set up a Form and linked a price tier to the wrong account (e.g., 756000 instead of 756001), it won't be possible to transfer or change the account for past entries — you'll need to use a journal book entry instead.
- entries on third-party accounts (467/411/401). For example, a transfer from account 467 (Accounts payable) to account 411 (Accounts receivable) is not possible;
- additionally, it is not possible to transfer entries to an account of a different class than the original (e.g., an expense account (6) to a third-party account (4)).
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