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How to Edit Posted Transactions

How to Edit Posted Transactions

Editing transactions/lines after they have been posted on AccountsPrep.

AutoEntry Support Team avatar
Written by AutoEntry Support Team
Updated over a week ago

You can edit a posted line or transaction, to amend its Date, Details, Reference, Account, Tag, Tax or amounts.


  1. Go to Banks > Bank Statements, and select the bank account.

  2. Click Statement Batches.

  3. Click the relevant batch, as per the example highlighted below.

  4. Click the Edit button.

  5. From there you can edit the Date, Details, Reference, Account, Tag, Tax, Payments and Receipts.

    Double-click on the relevant column to edit it.

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