- Knowledge Base
- Accounting
- General Ledger
How do I edit date, check #, account and/or description on a general ledger entry?
Editing General Ledger Transactions
- Head to Accounting > General Ledger
- Filter for the transaction you need to edit
- Click Edit on one of the entries to reveal a new window displaying related General Ledger entries for this transaction
- You will see the following options:
- Change Date > New Date Field
- Change Check # > New Check Field
- Change Description > New Description Field
If you update the description from within this screen, all entries will be updated with the same description. If you need to change the description on a single entry, click edit again on that entry.
On this screen, you can change the description, check #, and account of an individual General Ledger entry.
To change the account, select the new account from the drop-down list and click Change Account Now. Reserved accounts such as Client Deposits, Vendor Deposits, AR, AP, and Inventory are not available to select within the drop-down list. This is a safety feature. Reserved accounts can only be updated the same way they were created.
Important: Changing accounts can have unexpected effects on the General Ledger. Unless you are an experienced accountant and understand how/when General Ledger transactions are created, we recommend consulting your accountant or a support consultant prior to changing accounts.