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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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MJoy_D
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I can help you with updating the category of your reconciled transaction, @9130 3525 3968 4316.

 

Yes, you can change the transaction categories you've created. This will not affect or cause any issues with your current reconciliation. You don't have to undo everything from January 2022.

 

Here's how to update the category directly on the transaction:

 

  1. Go to the Transactions or Banking from the left menu then proceed to the Banking tab.
  2. Choose the tile for the bank or credit card account you downloaded the transaction from.
  3. Click the Categorized tab and locate the transaction you want to move.
  4. Select the blue transaction link in the Added or Matched column to open the transaction.
  5. In the Category dropdown, choose a new account for the transaction.
  6. Click on Save and close once you're done to save the changes. 

 

Refer to the following article for more information about undoing or unmatching downloaded transactions if you've categorized them into the wrong account: Unmatch downloaded bank transactions or move them to another account.

 

In case you'll encounter any errors when reconciling your accounts in the future, refer to the following article for troubleshooting steps based on your situation: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

Let me know if you still have questions with editing the categories of your transactions in the Reply section below. Have a great rest of the day!

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