Going back to add a reconciled transaction to a customer.

Good morning, NR2024.

Yes,  you can update some details of already reconciled transactions in QuickBooks Online (QBO) without affecting the reconciliation. You can safely add or edit descriptions, link transactions to customers, and assign classes without any problems.

However, you'll need to avoid changing key fields like the total amount, the bank account, or the transaction date, as changing these might mess up the reconciliation.

Then, here's how to do this:

1. Navigate to the My apps tab, and click the Accounting dropdown.
2. Select the Chart of accounts.
   
3. Locate the account where the transaction is recorded (e.g., your bank account or an expense account) and click View register.
4. Click the specific transaction you want to change, and click Edit.
   
5. From there, you can change the DESCRIPTION, add Customer/Project or change the associated Customer depending on the transaction type, and Classes.
   
6. Once done, click Save after making your updates. If QuickBooks warns you that the transaction is reconciled, click Yes to confirm and save your changes.

After updating the transactions, check that the reconciliation remains unaffected: Go to Accounting > Reconcile, select the account, and confirm that the starting balance still matches.

Feel free to comment below if you have follow-up questions about managing your reconciled transactions in QBO.