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January 30, 2022
Question

I am trying to edit a few transactions that have moved to the categorized tab

  • January 30, 2022
  • 1 reply
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1 reply

AlexV
January 30, 2022

Good day, contact147!

 

I understand that we sometimes need to make changes to some transactions. Allow me to assist you.

 

Once categorized and added, you can directly edit them on your register. Go to the Accounting menu, find the account, and select View register. Then, when you find the transaction, select it to expand the view and click Edit.

 

Please refer to this article on how to search and edit a transaction from your register: Find, review, and edit transactions in account registers.

 

If you want to edit the transactions directly from the Banking menu, you'll need first to remove them from the register. From the Categorized tab, find the transaction you want to edit and click Undo. Go back to the For review tab, find the same transaction, and make the changes. Then, add it again as you normally do.

 

Also, you can check this article if you need help in balancing your accounts in QuickBooks Online: Reconcile an account in QuickBooks Online.

 

Post again here if you need more assistance in handling bank transactions. Take care always!