How To Reclassify Old Transactions Away from 'Sales' in Zoho Books
In this issue of Ask Zenatta Anything About Zoho, we will tackle a common issue faced by Zoho Books users: reclassifying transactions that have been mistakenly allocated to the wrong account or need to be changed.
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❓The Question❓
Earlier this year we did some adhoc work for a client, the person who issued the invoices (me) just typed up an adhoc description in the invoice, appropriate costs etc and issued. When the client has paid the system has classified these simply as ‘sales’ - so funds go to ‘account receivable’ and on to ‘sales’ in the journal. It shouldn’t have been credited to the catch all ‘sales’ account - does anyone know how we can re-classify the old transactions…I’m drawing a blank.
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