- Knowledge Base
- Accounting
- General Ledger
How do I edit date, check #, account and/or description on a general ledger entry?
Editing General Ledger Transactions
- Go to Accounting > General Ledger
- Filter for the transaction you need to edit
- Click "Edit" on one of the entries and a new window will open 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
In 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 select 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.