Fixing period dates for large amount of transactions

I won’t get into how, but we have mistakenly had this months tax period setup as a 13th month on last years tax year (this month should be month 1) .

My current plan for correcting this is to

  • Do a saved search for all transactions in that period (getting into some high numbers),
  • Creating the tax period for year 21/22
  • Export the search
  • Change periods from current to the first period of the 21/22 year
  • Re-upload on a per transaction type via csv

Does anyone have a better solution for this process?

Rookie Asked on March 24, 2020 in Best Practices.
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