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CherieT
September 18, 2019
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How can I edit my ending balance

  • September 18, 2019
  • 1 reply
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Original commenter did not share additional details
Best answer by LauraAB

Hello CherieT,

 

It sounds like you may be referring to the ending balance you entered when you began the reconcile process. Typos happen, and sometimes we need to change these numbers. Luckily, it's just a quick fix to change the ending balance. Follow these steps on the reconcile screen.

 

  1. On the reconcile screen, click Edit info.
  2. Edit the Ending Balance.
  3. Click Save.

That should do it! Here's a great set of articles to help you with all your reconciliation needs: Reconcile Hub

 

Don't be afraid to ask more questions. Enjoy the rest of your day!

1 reply

L
LauraABAnswer
September 18, 2019

Hello CherieT,

 

It sounds like you may be referring to the ending balance you entered when you began the reconcile process. Typos happen, and sometimes we need to change these numbers. Luckily, it's just a quick fix to change the ending balance. Follow these steps on the reconcile screen.

 

  1. On the reconcile screen, click Edit info.
  2. Edit the Ending Balance.
  3. Click Save.

That should do it! Here's a great set of articles to help you with all your reconciliation needs: Reconcile Hub

 

Don't be afraid to ask more questions. Enjoy the rest of your day!

    C
    CherieTAuthor
    September 18, 2019

    Thank you!, another quick question, I am entering a deposit on which the amex transaction needs to be adjusted because of there fees, should I minus that fee off the deposit on the bottom?  And which account should I use for that fee?

    L
    LauraAB
    September 18, 2019

    Hi CherieT! I've responded to this part of your question on your post How can I record credit card processing fee in deposit. Simply click the link and you'll see it there. Stop by again if you have other questions.

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