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March 9, 2025
Question

An expense I've already reconciled has the incorrect class assigned. When I change the class, I get a warning. Can I save the transaction and still be reconciled?

  • March 9, 2025
  • 1 reply
  • 0 views
The warning says: "The transaction you are editing has been reconciled. Saving your changes could put you out of balance the next time you try to reconcile. Are you sure you want to modify it?" However, I did not change the amount of the transaction, just the class.

    1 reply

    Clark_B
    March 9, 2025

    You can save the transaction and it'll still be reconciled, @myrtlerose2. Let me provide more information about this below.

     

    First, changing the class of the transaction doesn't directly impact your reconciliation, as you're only adjusting the class and not the transaction amount. Therefore, you can make this change as long as the amount remains unchanged.

     

    Additionally, the warning you receive is a precautionary measure designed to remind you that any adjustment could potentially affect your reconciliation in the future.

     

    Moving forward, I recommend double-checking your transactions to ensure everything is correct. After saving the transaction, it’s important to review your reconciliation to confirm that everything stays balanced.

     

    You can also check this guide for reconciling your accounts to ensure they consistently align with your bank and credit card statements: Reconcile an account in QBO.

     

    Moreover, you can check this article to help you review your discrepancy reports and resolve any issues related to your previously reconciled transactions: Fix issues for accounts you've reconciled in the past in QBO.

     

    Furthermore, have you thought about utilizing our QuickBooks Live Expert Assisted team? They focus on streamlining transaction sorting and financial management, which could greatly improve your accounting workflow.

     

    You can count on the Community team for assistance with reconciling your modified transaction in QuickBooks. If you have any other concerns, please feel free to reply in the thread below. We're here to support you and are eager to help.

    FishingForAnswers
    March 9, 2025

    @Clark_B  This is a pretty good answer.