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Best answer March 21, 2019
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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:
- Click Accounting from the left menu, then select Chart of Accounts.
- Select the desired bank account, then click View register.
- Select the transaction.
- Select a category from the drop-down list.
- Once done, click Save.
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.
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:
- Click Accounting from the left menu, then select Chart of Accounts.
- Select the desired bank account, then click View register.
- Select the transaction.
- Select a category from the drop-down list.
- Once done, click Save.
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.
Hi there, @terrystreeserv.
Thanks for sharing the complete details of your concern.
It's possible that you've accidentally undone some of your reconciled transactions. Or else, someone entered an incorrect opening balance when you created the account in QuickBooks. This is the reason why your beginning balance is off.
In order to fix this, double-check what you've entered for the opening balance. Sometimes it doesn't include transactions that were still pending when you made the account. Here's how:
- Go to the Accounting menu, then select Chart of Accounts.
- Find the account on the list.
- Click View register and search for the opening balance entry. It should have an “Opening Balance Equity” in the Account column.
- Make a note of the date and balance.
Once done, compare the balance to your real-life account and review your account register. Just follow steps number 2 and 3 in this article: How to review the opening balance entry in QuickBooks.
If it's correct and you're still getting the same issue, review your beginning and ending balances. Just follow the steps in these articles to find the reason behind it and make the necessary changes.
- Fix beginning balance issues in QuickBooks Online
- Fix issues while you're reconciling in QuickBooks Online
Once you know what you need to change, you can go ahead and edit the transaction.
To learn more about reconciling and related errors, check out our reconciliation guide.
Please let me know if there's anything else I can do to be of assistance. Just place your concern by clicking Reply and I'll get back to you. Have a wonderful day and stay safe.
