🔄 You Can Do This On:
✅ Mobile App (iOS & Android)
✅ Web Browser (Desktop)
🧭 Steps to Move Documents to Another Linked Account
Select the Document(s):
Open your document list and select the receipt(s) or file(s) you want to move.Open the “Assign” Menu:
Tap or click the “Assign” option for the selected document.Choose “Move to Account”:
From the Assign menu, select “Move to Account.”Pick the Target Linked Account:
A list of your Linked Accounts will appear. Choose the one you want to move the document to.
✅ That’s it! The document will now appear under the selected Linked Account — with all its data intact.
💡 Pro Tip
Use this feature when:
A document was scanned under the wrong account
You handle expenses for multiple businesses or clients
You want to clean up and organize your accounts without losing data
✅ FAQ
Q: Can I move documents between Linked Accounts?
A: Yes — you can move receipts or other documents from one Linked Account to another using the “Move to Account” option.
Q: Will my document data stay the same after moving it?
A: Yes — the document and its details will move as-is to the new account.
Q: Can I move multiple documents at once?
A: Yes — just select multiple items before using the “Assign” → “Move to Account” option.