LeizylM
QuickBooks Team

Banking

Hi there, 187501.

 

I'd like to share some insights about editing reconciled transactions in QuickBooks Online.

 

You can make corrections to reconciled transactions and change their category or description. Make sure no changes are applied to the other details such as dates, amount, items, and account.

 

Here's how to change its category and description:

 

  1. Click Accounting from the left menu, then select Chart of Accounts.
  2. Find the bank account from the list and click View register.1.PNG
  3. Locate and select the transaction you want to change, then hit Edit.2.PNG
  4. Change the category or description, then click Save.
  5. Click Yes to confirm the changes.
  6. Repeat the steps for the rest of the transactions you want to edit.

 

I've also added these articles that'll guide you through the reconciliation process:
 

 

Should you need any additional assistance while managing your reconciled transactions, you can leave a comment below. I'll be sure to get back to you.