Can I edit the vendor and memo/description of a transaction after the transaction been reconciled?

Anonymous · ‎January 23, 2019

john-pero · ‎January 23, 2019

Yes, you can change everything, even the expense account, except the amount and the bank account it comes from without affecting previous reconciliations

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john-pero · ‎January 23, 2019

Yes, you can change everything, even the expense account, except the amount and the bank account it comes from without affecting previous reconciliations

Anonymous · ‎January 28, 2019

Thank you, John.

187501 · ‎September 24, 2022

Yes is only partial solution. The full solution is the steps to take to accomplish. Please provide

LeizylM · ‎September 24, 2022

Hi there, 187501.

I'd like to share some insights about editing reconciled transactions in QuickBooks Online.

You can make corrections to reconciled transactions and change their category or description. Make sure no changes are applied to the other details such as dates, amount, items, and account.

Here's how to change its category and description:

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.

I've also added these articles that'll guide you through the reconciliation process:

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.

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Can I edit the vendor and memo/description of a transaction after the transaction been reconciled?