How to change a deposit in a prior year

Thanks for getting in touch with the Community, rkoonce.

To edit transactions included in a prior year's reconciliation, you'll need to undo that year's reconciling.

Here's how:

1. In your top menu bar, go to Banking, then Reconcile.
2. Select Undo Last Reconciliation.

It's also recommended that you work with an accounting professional while undoing reconciliations from previous years. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

Here's how it works:

1. Go to our Find a ProAdvisor page.
2. Use the City or ZIP search field to specify a location.
3. Select Find a ProAdvisor.
4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.
   

Once you've found an accountant, they can be contacted through their Send a message form:

1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
   
2. Enter your appropriate info in the Your name, Your email, and Your phone number (optional) fields.
   
3. Hit Send message.
   

If you have any issues while re-reconciling the year, you can refer to our Fix issues when you're reconciling article for detailed steps on how to resolve them.

Please don't hesitate to send a reply if there's any additional questions. Have a great day!

Thank you for the reply and information.

Thanks for following up with the Community, rkoonce.

I'm happy to hear you've found our information useful.

You'll also be able to find many detailed resources about using QuickBooks in our help article archives.

Please feel welcome to send a reply here or create a new thread if there's ever any additional questions. The Community's always here to help. Have a lovely day!

@rkoonce 

If you delete and re-create the transactions the exact way, and only change the donor, it should not change your financial statements.  However, to be safe, I would print out a 2021 P&L and Dec. 31, 2021 balance sheet before you do this so you can confirm no changes occurred after the change.