Child pages
  • Changing a record


 

 

Close

How satisfied are you with our online help?*

Just these help pages, not phone support or the product itself

0
1
2
3
4
5
Very dissatisfied
Very satisfied

Why did you give this rating?

Anything else you want to tell us about the help?

You can make changes to records, like your accounts, cards or items, whenever you want to. If you need to change a transaction, see Changing a transaction.

If you change the details of a record that does not affect a transaction’s balance (for example, changing a customer name), then all the transactions you’ve entered using that record are updated.

If you make changes to a record that do affect a transaction’s balance (such as an item’s selling price or the rate of a tax code) transactions you’ve entered previously using that record won't be updated. The change will only apply to future transactions.

For example, if you change an item’s selling price from $6 to $8, transactions you’ve recorded with the old price will retain that price. The new price applies to any new transactions you enter.

 

To change a record

To change a record

  1. Display the list to which the record belongs. For example, if you are making changes to an account, display the Accounts List window; if you are changing an item, display the Items List window, and so on.
  2. Locate the record you want to change in the list. Use a search method described in Finding a record, if necessary.
  3. Once you locate the record, click the zoom arrow (   ) next to it. Details of the record are displayed.
  4. Make the required changes and click OK.