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November 30, 2023
Question

How do i change deposit categories for a apast deposit?

  • November 30, 2023
  • 1 reply
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1 reply

November 30, 2023

Hello there, bkingduck.

 

Thank you for posting in the Community forum. I'm glad to help you with changing the deposit category for your past deposit in QuickBooks Online (QBO). 

 

To change the deposit category, you need to go to the register and manually edit the category assigned. Here are the steps:

 

  1. Go to the Gear icon at the top and select Chart of Accounts.
  2. Locate the account where the deposit was recorded and click on View register under the Action column.
  3. Locate the deposit transaction you want to edit and click on it to open the deposit.
  4. Once the deposit is open, you can edit the categories by clicking on the existing category and selecting a new one from the drop-down menu.
  5. After making the necessary changes, select Save and close.

 

That's it! You should now be able to change the deposit categories for a past deposit in QBO by following these steps. 

 

For future reference, here's an article you can check for the best practices when reconciling your account: Learn the reconcile workflow in QuickBooks. It also provides information on what to do when encountering challenges during the reconciliation process.

 

Please let me know if you have any other questions or concerns about changing the category for past deposits. I'm always here to assist you. Have a great day!