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Edit an Operating Bank Transaction

You can edit an operating bank transaction even if it includes posted or reconciled items.

Edit an Operating Bank Transaction

To edit an operating bank transaction:

  1. From the left navigation panel, click Accounting.
  2. From the Accounting left navigation, click Bank.
  3. On the Bank screen, either double-click the bank, or single-click it to highlight it, and then from the toolbar, click Details.
  4. From the Banks left navigation, click Transaction.
  5. On the Transaction screen, double-click a transaction, or single-click it to highlight it, and then from the toolbar, click Edit.
  6.  On the Edit Operating Transaction screen, edit the fields as needed.
  7. Click Save.
    The system updates your transaction.
Note

To edit a transaction that includes a posted or reconciled item, you must first either re-open your reconciliation or unlink the transaction from any invoices.

Updated on March 25, 2022

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