Changing the Category of a Reconciled Transaction in QuickBooks Online

In this video, I reassure you that changing the category of a transaction in QuickBooks Online won't disrupt your bank reconciliation. Follow along as I demonstrate how to adjust categories safely and what to avoid to keep your reconciliation intact.
Key Points Covered:
✅ Accessing Your Chart of Accounts: Learn how to navigate to your chart of accounts and view your bank register.
✅ Editing Transaction Categories: See how to change a transaction’s category (or account) and understand the difference between categories and accounts in QuickBooks Online.
✅ Handling Reconciled Transactions: Find out what happens when you edit a category for a reconciled transaction and why it doesn't affect your reconciliation.
✅ What to Avoid: Discover what can go wrong if you change the amount of a reconciled transaction.
Quick Tip: Always ensure the total amount of the transaction remains the same when editing categories to avoid reconciliation issues. I'll show you how to fix this in another video.
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Timestamps
00:00 - Intro
00:35 - Editing a reconciled transaction
01:28 - Reconciled transaction warning
02:20 - Expense example
03:37 - Example of what not to do
04:36 - Outro
#quickbooksonline #bookkeepingtips #reconciling
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