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August 21, 2022
Question

Can you change sub-account information on a reconciled transaction? QBO changed the check number and cleared the Reconciled status when editing a Reconciled entry.

  • August 21, 2022
  • 1 reply
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1 reply

JessT
August 21, 2022

Hi there, williawag7988!

 

Do you mean the category used in a reconciled transaction? You can change it without affecting the reconciliation status. The status only changes when you modify the amount. The check number of a transaction will also not change unless you edit it.

 

You can edit your transaction again. Select the correct category and enter the right check number. Make sure it has the R (reconciled) mark. If that mark is missing, click the field where you see it until it shows an R, then save your transaction. When you get a warning about the reconciliation status, just select Yes to save the transaction.

 

On the other hand, if you want to check some references for reconciliation, you can follow this link: https://intuit.me/3R0LO7P.

 

Let me know if you have any other questions in mind. Take care and have a good one!