Solved
Making corrections to transactions
Can I make corrections to a banking transaction after it has been reconciled? For instance, I may need to change the categories and/or descriptions
I've got you covered, @Atas2020.
Yes, you can make corrections to reconciled transactions and change their category or description. Changing anything but the amount and the account on any given transaction won't change its reconciliation status. You'll just have to directly edit the reconciled transaction and change its category and description. Here's how:
- Click Accounting from the left menu, then select Chart of Accounts.
- Find the bank account from the list and click View register.
- Locate and select the transaction you want to change, then hit Edit.
- Change the category or description, then click Save.
- Click Yes to confirm the changes.
- Repeat the steps for the rest of the transactions you want to edit.
Just in case you encounter issues with your opening balances, you can check out this article to learn how to fix it: Fix an opening balance to match a bank statement.
Should you need any additional assistance while managing your reconciled transactions, you can leave a comment below. I'll be sure to get back to you.