Hello there, boxesrus.
The best way for us to correct the transaction from Michigan Caterpillar to Caterpillar is to delete and recreate it.
Since there's a payment associated with the invoice, we'll have to delete both the invoice and payment. We can do it from the customer's account. I'll show you how:
- Go to Customers. Then, Customer Center. If you mean this transaction is for the vendor, go to Vendor and select Vendor Center.
- Find Michigan Caterpillar.
- Click Transactions. Set the date when the transaction is created.
- Locate and open the payment first, then delete it.
- After that, locate and open the invoice, then delete it.
Once done, recreate the invoice for Caterpillar and make a payment with it. Then, you can do a mini reconciliation method to correct your reconciled account. For more details, we can refer to this article: Reconcile previously deleted and re-entered transactions. This provides complete steps and instructions.
Also, we can check these articles for additional information about the reconciliation process in the program:
Let me know if you need help with handling transactions and more details with reconciliation. I'm always glad to help in any way I can.
