Most transactions can be changed (such as the amount of items sold on an invoice, the quality purchased or that account allocated on a journal).
Before changing a transaction, note the following:
You need to set your preference to allow transactions to be changed You can only change a transaction if your security preferences allow transactions to be changed. A changeable transaction is identified by a white zoom arrow next to it. To make your transactions changeable, deselect the Transactions CAN'T be Changed; They Must be reversed option on the Security tab view of the Preferences window. If your user role allows you to change preferences, you can change this option at any time.
Some transactions cannot be changed You cannot change:
- a refund cheque, Transfer Money transaction, or a bank deposit once it has been recorded. You can only delete or reverse these transactions. For more information, see Reversing a transaction.
- transactions recorded in a closed financial year. There might be times when you need to enter adjustments for the last financial year. If you've already closed that year, you can still make changes by rolling back the financial year.
- transactions recorded in a locked period. To change a transaction in a locked period, you first need to unlock the period. However, before making a change, consider how it will affect your accounts and tax reports (such as the GST you have reported).
Some fields cannot be edited If you are changing a Pay Bills transaction (Not Basics), Receive Payments transaction, or an employee pay (Plus and Premier, Australia only), only the Account, Date, Memo and transaction ID fields can be edited. You cannot change the transaction amount.
To change the customer or supplier on a recorded sale or purchase
If you need to change the customer or supplier card on a recorded transaction, here's the fastest way to do it:
- Find and open the transaction to be modified and save it as a recurring transaction.
- Delete the original transaction.
- Go to Lists > Recurring Transactions, select the recurring transaction you just created and click Use Recurring. A new sale or purchase transaction is displayed.
- Select the correct card for the transaction and ensure all other details are correct.
- Click Record.
- Go to Lists > Recurring Transactions, select the recurring transaction then click Delete.