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Changing a transaction

Most transactions can be changed (such as the amount of items sold on an invoice, the quantity purchased or the account allocated on a journal). Need to change a pay? See Changing a recorded pay.

Before changing a transaction

Set the security preference - You can only change a transaction if your security preferences allow transactions to be changed. A changeable transaction is identified by a blue 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.

  • 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).

  • one transaction type to another, such as changing a Spend Money transaction to a Pay Bills transaction. Instead, you'll need to delete or reverse the transaction, then re-enter it.

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 AccountDateMemo and transaction ID fields can be edited. You cannot change the transaction amount.

Avoid changing the calculated Tax/GST

Change tax

If you change a transaction's calculated tax/GST using the zoom arrow next to the Tax/GST field, BASlink and GST Return calculations could be affected.