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April 13, 2023
Question

Can I edit a date on an unreconciled transaction?

  • April 13, 2023
  • 1 reply
  • 0 views
I have the wrong date on 33 uncategorised transactions, can I change the date?

1 reply

April 13, 2023

Hi, I've come to assist you in managing your unreconciled transactions.

 

Yes, you can make corrections on the date of your uncategorised transactions from the account register. You can follow the steps below.

 

Here's how:

 

  1. Go to the Bookkeeping menu and select Chart of Accounts.
  2. Find the account from the list and click View Register.
  3. Locate and select the transactions you want to change, then click Edit. You can also click on the date of the transaction under the Date column to change it.
  4. Once done, select Save.

 

Then, you'll want to categorise these transactions and review them to match your bank statement.

 

Additionally, I'm adding these references to guide you in reviewing and reconciling your account:

 

 

Feel free to get back to this forum if you have additional questions or other QuickBooks concerns. We'd be delighted to assist you further. Have a good one!