Hi EziClean,
This will depend on what specifically you need to change and what actions you have already taken. If you have transactions that have been marked as Reconciled that now need to be edited, your best course of action would be to contact your accountant to undo the previous reconciliation, make any adjustments as required and then redo the reconciliation.
If you have categorised transactions in your Banking tab incorrectly but these have not yet been marked as Reconciled, you can undo these and re-categorise them by:
- Go to the Banking tab, then select Reviewed.
- Select the relevant transaction(s) and click Undo at the top of the list.
- This moves them back to the For Review tab and can be re-categorised as necessary.
Feel free to reply if you have further questions as I'm here to help.
-Kass
