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pan5
January 29, 2024
Question

Editing transfer acct # after reconciling

  • January 29, 2024
  • 1 reply
  • 0 views

Hello, I need to change the “transfer funds from” for deposits and “transfer funds to” for withdrawals for 1 checking account on qb online. I’m not changing the amount or date. Will this affect all my previous reconciliation for this checking account? Also, I have not reconciled any other acct where the transfer funds goes to or was deducted from. Thank you all in advance. 

1 reply

F
FaithA
January 29, 2024

Hello there, pan5!

 

Allow me to share some details about editing your checking account in QuickBooks Online (QBO).

 

Editing your prior transactions will affect your reconciled account depending on the date it was created. For example, if the transaction was created on January 2023, it will affect all of the transactions moving forward, even if we are not changing the amount or date.

 

We have the option to unreconcile the account first before making appropriate changes to the transactions. However, I suggest consulting your accountant for proper guidance to keep your records accurate.

 

For future reference, if your bank statements don't match at the end of a reconciliation, please refer to this link: Fix issues at the end of a reconciliation in QuickBooks Online.

If you have more queries on editing your transactions or any QuickBooks-related concerns, we're always available to assist. Keep safe. 
 

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