Transactions > Changing or deleting a transaction
If you are part way through entering a transaction, you can erase it and start again by choosing Erase from the Edit menu.
Sometimes, however, you may need to edit or delete a transaction you have already recorded. A transaction can only be changed or deleted:
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) next to it. To make your transactions changeable, make sure the Transactions CAN’T be Changed; They Must be Reversed option is deselected in the Security tab of the Preferences window. Note that when you create your company file, this option is not selected.
If you want to maintain a strict audit trail, you should consider making your transactions unchangeable by selecting the Transactions CAN’T be Changed; They Must be Reversed option. An unchangeable transaction is identified by a grey zoom arrow (
) next to it.
) next to it. If you make your transactions unchangeable, you need to reverse a transaction to cancel its effect on your accounts (see Reversing a transaction).
Lock periods prevent you from inadvertently making an entry in a period in which you don’t want new entries. For example, after you have completed end-of-month reports for January, you might lock the period so that the balances for that month cannot be changed. If you want to change a transaction in a locked period, you need to unlock the period first. For more information, see Lock the period.
