QuickBooks Online Bank Reconciliations

Forum|Forum|11 months ago
August 5, 2025
1 reply
8 views

This might not be the right place for this but here goes. Our American Express bill is huge. I upload the date from their site and code then reconcile it. I then go in at a later date to enter descriptions and sometimes I might have to change the COA code. Every time I enter the description or a different code I get an error message (see attached). This should NOT be happeneing. Changing a code or description does NOT effect the numbers. This is time consuming and unprofessional. QB Online is already too slow. When will this be fixed.

QuickBooks Online

lin_jcaj

Level 9

I know how disruptive it can feel when you're simply trying to make minor adjustments that turn into time-consuming tasks, mbecker1313.

In QuickBooks Online, when you edit a reconciled transaction, whether it’s updating the description, changing the Chart of Accounts (COA) code, or making any adjustments, you’ll see that pop-up message. This is intended to maintain accuracy.

Even though changes to descriptions or COA codes don’t directly impact the transaction amount, QuickBooks flags any modifications to reconciled transactions as a safeguard.

If you have any additional questions or need help with your workflow, please don’t hesitate to reach out. We’re here to support you.

mbecker1313Author

This is INFURIATING and has to change. It's you doing the CYA at our expense because your lawyers said so.

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