I have some information to share with you, @akr2.
When adding custom data fields at the customer level, the information will only populate to the newly created transactions. The past entries will remain the same to prevent changes for your past financial reporting.
If you want to update the past invoices and recurring transactions, you’ll want to edit them manually. Otherwise, you can create a journal entry to adjust them in bulk. This only applies if they have something to do with the total amount. Before that, I'd suggest consulting your accountant for further guidance on how to handle this. Then you can follow the steps below:
- Select the + New button.
- Choose Journal entry.
- On the first line, select an account from the Account field. Depending on if you need to debit or credit the account, enter the amount in the correct column.
- On the second line, select the other account you're moving money to or from.
- You can enter information in the memo section. This way, you'll know why you made the journal entry.
- Click Save and close.
You might want to read this reference to find transactions in your account registers so you can review or edit them. This provides filtering and sorting tools that speed up your search to make quick edits.
I'd be glad to provide further assistance should you have any questions with updating past transactions. Always take care!
