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kirstenleising-y
December 22, 2021
Question

Can I edit a transaction's account that seems linked to undeposited funds, but has been deposited?

  • December 22, 2021
  • 1 reply
  • 0 views
Transaction list shows sales receipts attached to undeposited funds and deposits attached to bank account. I can only edit bank transactions' account not sales receipt ones.

1 reply

KimMcCPA
KimMcCPA
December 22, 2021

@kirstenleising-y 

Reports >  Transaction Detail by Account

Click on the transaction number for a sales receipt that is improperly assigned to Undeposited Funds

Transaction should appear.  The pulldown under "Deposit to" is where change needs to be made.

Select appropriate bank account.

Save.

Close transaction window.

The transaction should appear under the account that you just selected.

 

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