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R
robgmiller
January 26, 2022
Question

How do I modify a Bank charge after its been reconciled?

  • January 26, 2022
  • 1 reply
  • 0 views
Bank charges are downloaded automatically and automatically assigned to the wrong place now I need to open that charge After it's been reconciled and assign it to a different place. for instance it's assigned to a transfer but it should be an invoice payment. How do I change it?

1 reply

J
JamesM4
January 26, 2022

Hello robgmiller, 

 

It's great to learn you're using QuickBooks to help streamline the reconciliation process. I'll be happy to provide more details and make sure you're on the right track. QuickBooks makes it easy to keep an eye on your transactions and I'd like to make sure you experience this benefit among many others. 

 

Based on what you've described, I encourage you to check out the following article that shows you how to Find, review, and edit transactions in account registers. The article also shows you how to edit transactions that are already reconciled. Let me know if the steps in the article help you achieve your QuickBooks goals. 

 

I'll be here in case you need additional support. Otherwise, I wish you a great rest of the day!

R
robgmillerAuthor
January 27, 2022
I need is to be able to change the type of transaction. So for instance I go into chart of accounts I select a transaction. I need to change it from a transfer to a credit card payment. Can you tell me how to do that
N
Nick K
January 27, 2022

Hi robgmiller.

 

When needing to correct the type of transaction you'd need to delete the one that was made incorrectly. This can be done by pulling up the transaction and selecting delete from the drop down menu under the action column. The reason for this is transactions would go to the correct account based on the type it is. For example if you entered it as a bank payment but it was really made by credit card the funds would be coming out of your banking account in the chart of accounts instead of going to the credit card account.

 

Once you delete the transaction you can recreate it using the same information but with the correct accounts.

 

If you have any questions let us know and we'd be happy to help.

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