I've got your back in this query, @lisaspencer1. I’d be glad to assist you with changing the product and service of the invoice.
You can manually undo the reconciled transaction and edit the product and services of your invoice. Before doing so, I'd highly suggest consulting your accountant to ensure that your books will be accurate.
Here's how:
- Click Accounting from the left menu, then select Chart of Accounts.
- Select the appropriate bank account and click View register on the Action column.
- Identify the transaction to edit.
- In the reconcile status column (indicated by a checkmark), repeatedly click the top line of the transaction to change the status, then Save.
- C - Cleared.
- Blank - Not cleared or reconciled.
You can follow the same steps above for any transactions you want to edit the product and services since the reconciled status will be removed.
Once done, we can go back to your bank register and change its status to Reconciled (R) manually. For more detailed information about undoing a reconciliation, you can read this article for your reference: How to Unreconcile a Transaction or Undo a Reconciliation.
Additionally, here are some articles that you can read to help resolve common reconciliation mistakes and errors:
I'd like to ensure that you're all set, so please let me know how it goes or if there's anything else that you need. I'll be around to help you out. Have a good one, @lisaspencer1.
