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October 29, 2022
Question

What happens if only change the account name of a reconciled transaction (no change to amount or taxes)?

  • October 29, 2022
  • 1 reply
  • 1 view
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1 reply

Moderator
October 30, 2022

Hello, @trina-cook-shaw-.

 

I'm here to share some details about editing the account name of a reconciled transaction in QuickBooks Online (QBO).

 

You can change the account name of reconciled transactions without any issues. However, in case you need to make changes to transactions in your past reconciliations, please be careful as your accounts and other reconciliations may no longer balance due to changes. It will also impact the starting balance of your subsequent reconciliation.

 

For more information about editing completed reconciliations, please check out this article: Learn the reconcile workflow in QuickBooks.

 

Additionally, visit this article to learn more about viewing and printing a reconciliation report: How do I view, print, or export a reconciliation report?

 

Please stay in touch if you have further questions or other concerns about QuickBooks. I'll be more than happy to help. Keep safe!