How do I change the deposit date after I have saved?

tamibrown · ‎10-15-2018

I entered a deposit, but did not change the date to a prior date. I saved the entry & now I cannot change the date.

RenjolynC · ‎10-15-2018

I'll be happy to help you change the deposit date.

Here are the steps on how you can change the date of the recorded deposit:

Click the Magnifying Glass icon located in the upper-right hand corner.
Click Advanced Search.
Select Deposits from the first drop down list.
Choose Account from the second drop down list, and enter the account name.
Click Search.
Find the Deposit transaction and click to open.
Change the Date.
Click Save and Close.

You can also go to the bank register by clicking Accounting > Chart of Accounts and click the bank where the deposit is recorded. Then, change the date from there.

If you get any error code or message after changing the deposit date, please let me know. Thanks.

View solution in original post

RenjolynC · ‎10-15-2018

Hi tamibrown,

I'll be happy to help you change the deposit date.

Here are the steps on how you can change the date of the recorded deposit:

Click the Magnifying Glass icon located in the upper-right hand corner.
Click Advanced Search.
Select Deposits from the first drop down list.
Choose Account from the second drop down list, and enter the account name.
Click Search.
Find the Deposit transaction and click to open.
Change the Date.
Click Save and Close.

You can also go to the bank register by clicking Accounting > Chart of Accounts and click the bank where the deposit is recorded. Then, change the date from there.

If you get any error code or message after changing the deposit date, please let me know. Thanks.

View solution in original post

IronHorse3282

Hello, how do I change the date of a single check deposit that was included in a bulk of multiple check deposits, so that I can reconcile correctly for that month?

Kristine Mae

I'll help you out, IronHorse3282.

You'll have to delete the deposit instead of changing the date. Then, re-enter the deposits and make sure the dates are correct. This will help you reconcile the account correctly.

Just follow RenjolynC's steps on how to find the deposit, click More, then Delete.

Once done, re-enter the deposits with the correct dates. Then, reconcile the account.

If you have additional questions, feel free to get back to this thread. Keep safe!

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How do I change the deposit date after I have saved?