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November 9, 2022
Question

Hello, can I change the account title of a specific transaction even I'm done reconciling ? and without affecting the balance

  • November 9, 2022
  • 1 reply
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1 reply

QuickBooks Team
November 9, 2022

Good day, leddahjoy00-gmai.

 

I'd be glad to show you how to edit the reconciled transactions in QuickBooks Online (QBO). 

Changing the category of a reconciled item doesn't affect the balance on your bank register as long as there aren't other changes applied, such as dates, amount, items, and account.

 

Here's how:

 

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Find the bank account from the list and click View register.
  3. Locate and select the transaction you want to change, then hit Edit.
  4. Change the category or description, then click Save.
  5. Click Yes to confirm the changes.
  6. Repeat the steps for the rest of the transactions you want to edit.

 

Here are some articles for more information and to guide you through the reconciliation process:

 

 

You can leave a comment below should you need additional assistance while managing your reconciled transactions. I'll be sure to get back to you.