Hi userbundella2 welcome to QuickBooks!
If you are looking to make changes to individual transactions within your accounts please follow the below steps to do so:
- Account History on the right-hand side.
- This will take you into the account register, from there by select the transaction or entry in place, please select Edit
- Once in the transaction you can then make your changes e.g. amount or GST. Then confirming the changes by select save and close.
Also if you would like to change account info you can follow the below steps:
- Select Chart of Accounts
- On the right-hand side of the account, you will see a drop down arrow, please select please select Edit.
- From here it will pull up the account info which you can make changes to e.g. account type, name or GST.
- Once happy with the changes then select save and close.
For recording day to day expenses and income, typically a bank account would be used to record the transactions. The other accounts available allow you to further categorise your transactions e.g. cost of sales or other income. The ledger given to you on a new file are default accounts and unfortunately cannot be made inactive but you don't need to use them if you don't need to.
Let me know if you have any other questions,
Thanks
-Steven
