Adjust a Transaction

To adjust a transaction:

  1. Open the transaction window you want:

    2. General Journal entries (include fund transfers)

    In the Home window, on the Tools menu choose For My Accountant, and then General Journal.

    Purchases-Bill

    In the Home window, click Record Purchases.

    Payments

    1. In the Home window, click the Pay Bills icon.
    2. From the first drop-down box, choose the type of payment you want to adjust.
    3. On the toolbar select Include Fully Paid Invoices/Prepayments .

    Note:  You cannot adjust credit-card payments.

    Sales-Invoice

    In the Home window, click the Make Sales icon.

    Receipts

    In the Home window, click the Receive Customer Payments icon.

  2. Click the Lookup button to locate the transaction you want to adjust.

    3. Note:  If you are using the bilingual data entry feature and look up a sales or purchase transaction, the transaction details will include both languages if the customer's or supplier's current language is different than the language in the original transaction.

  3. Click the Adjust button . (Click button in some windows.)
  4. Make the changes you want, and then click Process.

What do you want to do?

Void a transaction

Void a transaction manually