Skip to main content
Mar 21, 2019 8:12 PM UTC
Solved

Can you change an account in a reconciled item

Original commenter did not share additional details
MaryLandT
MaryLandTAnswer
Mar 21, 2019 9:53 PM UTC

Welcome to the Intuit Community, @jujuinman.

 

You'll be glad to know that you can change the category of the reconciled item. No worries. This doesn't affect the balance in your bank register.

 

Here's how:

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Select the desired bank account, then click View register. 
  3. Select the transaction.
  4. Select a category from the drop-down list.
  5. Once done, click Save. 

If you need to change the reconciliation status, you can go through these articles: How to unreconcile a transaction or undo a reconciliation.

 

Should you have any other concerns, you can always start a thread by posting here in the Intuit Community. Thank you and have a wonderful day.

7 replies

MaryLandT
MaryLandTAnswer
Mar 21, 2019 9:53 PM UTC

Welcome to the Intuit Community, @jujuinman.

 

You'll be glad to know that you can change the category of the reconciled item. No worries. This doesn't affect the balance in your bank register.

 

Here's how:

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Select the desired bank account, then click View register. 
  3. Select the transaction.
  4. Select a category from the drop-down list.
  5. Once done, click Save. 

If you need to change the reconciliation status, you can go through these articles: How to unreconcile a transaction or undo a reconciliation.

 

Should you have any other concerns, you can always start a thread by posting here in the Intuit Community. Thank you and have a wonderful day.

jujuinmanAuthor
Mar 28, 2019 10:05 PM UTC

Thanks! This really helped.

MaryLandT
Mar 28, 2019 11:09 PM UTC

That's fantastic to hear, @jujuinman.

 

If there's anything else I can help you with today, please let me know by replying to this thread.

 

I'm always around here in the Intuit Community whenever you need help.

 

Have a wonderful day ahead!