Skip to main content
D
drbarbbrady-gmai
September 8, 2024
Question

How do I change deposit type after the account has been reconciled?

  • September 8, 2024
  • 1 reply
  • 0 views
How do I change the category of a  deposit once the accounts are reconciled.  We recently updated our chart of accounts to include more defined categories and I'd like to relabel the revenue accordingly.  How do I do this?

1 reply

MsNorthPND18
MsNorthPND18
September 8, 2024

I am here to assist you in changing the categories for enhanced clarity regarding the reconciled details in QuickBooks Online (QBO).

 

Before changing the date, amount, or bank, it is essential to first unreconciled the transactions and afterward reconcile them again. This process ensures that your transactions remain organized. Additionally, you have the ability to modify the category even after it has been reconciled.

 

Here's how:

 

  1. Login to your QBO account, and select Transactions.
  2. Then choose Reconcile.
  3. After selecting the transactions that you want to change.
  4. Select Edit, after editing the category. Click Save and close.

 

Furthermore, I have included these articles for your review to help avoid any unintended modifications before submitting taxes and exporting reports and lists in QuickBooks Online:

 

 

If you have further inquiries concerning modifications to your transactions or any other questions related to QuickBooks Online, please feel free to leave a comment below, and I will be happy to assist you.

Terms & ConditionsAccessibility statement