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View and Edit Transactions

View and edit transactions quickly, open records, adjust details, and keep your ledger accurate

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View and Edit Transactions

Account registers provide a summary of your transactions; if you want to see more details about a specific transaction, you need to edit it.

View and Edit a Transaction

  1. Click the transaction you want to view or edit.
    View and Edit a Transaction
  2. Click Edit.
    View and Edit a Transaction
  3. (Optional) Make any changes to the transaction.
  4. Click either Close (no changes) or Save and close (changes made).
    View and Edit a Transaction

QuickBooks closes the transaction screen and brings you back to the account register.