Prior to posting or exporting pending checks and deposits, changes can be made to the Company, Debit Account, and Credit Account fields.
Your firm must have the QuickBooks Online integration activated to edit check and deposit requests from the Accounting Tab.
NOTE: You must have Enabled permissions to Accounting > Checks and/or Deposits to view pending checks and/or deposits. To edit pending checks and/or deposits, you must also have Modify permissions to Accounting > Checks and/or Deposits AND View Credit and Debit Accounts Special Permission.
Edit Checks
To make changes to one or more pending checks:
On the Accounting Tab, select the Checks view.
Use the checkboxes to select the requests that you wish to edit.
Click the Edit button above the grid.
On the Edit Checks window, select the Company, Debit Account, and Credit Account to save changes. Click Done when complete. [screenshot]
The selected entries will be updated and the Checks view will refresh.
If one check has been selected, the Edit Checks window will display the existing selections in the corresponding Company, Debit Account, and Credit Account fields.
Edit Deposits
To make changes to one or more pending deposits:
On the Accounting Tab, select the Deposits view.
Use the checkboxes to select the requests that you wish to edit.
Click the Edit button above the grid.
On the Edit Deposits window, select the Company, Debit Account, and Credit Account to save changes. Click Done when complete. [screenshot]
6. The selected entries will be updated and the Deposits view will refresh.
If one deposit has been selected, the Edit Deposits window will display the existing selections in the corresponding Company, Debit Account, and Credit Account fields.
