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Can you change an account in a reconciled item

 
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Best answer 03-21-2019

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QuickBooks Team

Re: Can you change an account in a reconciled item

Welcome to the Intuit Community, @jujuinman.

 

You'll be glad to know that you can change the category of the reconciled item. No worries. This doesn't affect the balance in your bank register.

 

Here's how:

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Select the desired bank account, then click View registerchangeaccount1.PNG
  3. Select the transaction.
  4. Select a category from the drop-down list.
  5. Once done, click Savechangeaccount2.PNG

If you need to change the reconciliation status, you can go through these articles: How to unreconcile a transaction or undo a reconciliation.

 

Should you have any other concerns, you can always start a thread by posting here in the Intuit Community. Thank you and have a wonderful day.

View solution in original post

3 Comments
QuickBooks Team

Re: Can you change an account in a reconciled item

Welcome to the Intuit Community, @jujuinman.

 

You'll be glad to know that you can change the category of the reconciled item. No worries. This doesn't affect the balance in your bank register.

 

Here's how:

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Select the desired bank account, then click View registerchangeaccount1.PNG
  3. Select the transaction.
  4. Select a category from the drop-down list.
  5. Once done, click Savechangeaccount2.PNG

If you need to change the reconciliation status, you can go through these articles: How to unreconcile a transaction or undo a reconciliation.

 

Should you have any other concerns, you can always start a thread by posting here in the Intuit Community. Thank you and have a wonderful day.

View solution in original post

Level 1

Re: Can you change an account in a reconciled item

Thanks! This really helped.

QuickBooks Team

Re: Can you change an account in a reconciled item

That's fantastic to hear, @jujuinman.

 

If there's anything else I can help you with today, please let me know by replying to this thread.

 

I'm always around here in the Intuit Community whenever you need help.

 

Have a wonderful day ahead!

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