Edit a Transaction in the Account Register
Read an overview of the account register
See step-by-step instructions for entering a transaction on the register
- From the Tasks menu, select Account Register.
- Select the Cash Account, if it is different than the displayed account.
- Scroll through the listed transactions and click on the transaction you want to edit. Change the information as necessary.
- Click the Save button. You can type Alt-S from anywhere in the highlighted transaction to save.
The first cash account in your chart of accounts, alphabetically by name, defaults as the Cash Account. You can select a different account by clicking on the lookup icon. Only cash accounts display in the lookup list.
You can change the filter selection of the transactions displayed, if desired, by clicking the lookup icon beside the Show Transactions for field.
You can only edit those transactions which originated on
the Account Register. They are marked with an icon:
For other transactions, you can drill down on them and edit them in the Task screen where they were created.
Tip: The tab order for entering a transaction on the register is different depending on whether you have chosen to display one entry line or two. (This option is set in Global Options on the General tab.) These instructions assume you are showing two lines. You can use your Enter or Tab key to move from one field to the next in the register.