Articles on: Reconcilliation

How to Edit a Reconciled Transaction in COUNT

Made a mistake on a transaction that’s already been reconciled? No problem—COUNT allows users with the right permissions to make updates without needing to unreconcile the entire account.

Steps to Edit a Reconciled Transaction

Go to the Transactions Page

From the left-hand sidebar, click Accounting → Transactions.

Find and Open the Transaction

Click on the transaction you’d like to edit.
This opens a flyout panel on the right-hand side of the screen.

Use Admin Override

If you have the Accountant or Owner role, you’ll see a button labeled:

Admin Override: Change Transaction

Click this to unlock the fields for editing.

Make Your Changes

You can now edit:

Amount
Date
Description
Customer or Vendor
Category
Additional fields like Tags, Notes, or Projects

Save Your Changes

Once you’re done, click Save. COUNT will update the transaction without affecting its reconciliation status.

Unassign or Reassign an Invoice

If the transaction is tied to an invoice, you can make adjustments to the invoice as well:

To Unassign an Invoice

In the flyout panel on the right side, click Unassign Invoice.

To Reassign the Invoice

Click into the Category field.
In the pop-up that appears, select the Invoice Payment tab.
Choose the relevant invoice.
Click Apply Payment to Invoice at the bottom.

Pro-tip: You don’t need to unreconcile a transaction to make updates. As long as you have the right permissions, you can override and fix reconciled entries without breaking your books.

Updated on: 20/06/2025

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