Editing banking transactions

When you first start adding banking transactions to QuickBooks, you will need to review each transaction to ensure it has a proper payee (vendor) or customer and account category assigned to it. As you begin to repeat transactions, QuickBooks will remember how a transaction was recorded previously, and it will automatically assign the payee (vendor) and account category for expenses. Be sure to verify everything is correct before recording the transaction in QuickBooks.

Follow these steps to edit banking transactions in the Banking Center:

1.  From the left menu bar, select Transactions and then Banking, as indicated in the following screenshot:

2. Click on the For review tab, as indicated in the following screenshot:

3. Click anywhere within the transaction you want to edit, as indicated in the following screenshot:

You will find the following information in the edit banking transaction window: 

• Vendor/Customer: For withdrawals...