How to change a transaction type on account that is reconciled

I'd like to start by welcoming you here in the Community, AHosack. Allow me to help with your question about correcting your bookkeeping records in QuickBooks Online.

For now, there is no direct option to change the type of transaction in QBO. However, there's a workaround that I'd like to share.

First, change the status of the transaction from reconciled to unreconciled so you can delete it. Here's how:

1. Go back to the bank register and look for the transaction.
2. Proceed to the Reconcile and Banking Status column.
3. Keep clicking the R status until it becomes blank. This signifies that it's already unreconciled.

Next, delete the deposit so you can recreate it as a transfer. Let me show you how:

1. Click the transaction in your bank register.
2. Choose the Delete button.
3. Select Yes to confirm that you want to delete it.

Lastly, recreate the transaction as a transfer to correct your bookkeeping records. A step-by-step instruction is provided in this article: Transfer Funds Between Accounts.

Also, don't forget to change the status back to reconciled to make sure the balances would remain accurate.

Feel free to check out these articles in case you need more guidance and information about reconciliations:

• Fix Issues For Accounts You've Reconciled In The Past In QuickBooks Online
• Tips For Year-end Reconciliation In QuickBooks Online

And remember, the QuickBooks Community is always available if you have any other questions or need further assistance with your bookkeeping tasks in QBO. We're always here to make sure that you get the support that you need.