Edit an owner contribution

Editing an owner contribution lets you correct its details — the amount, paid date, method, memo, the owner it’s credited to, or the property it relates to.

When to use it: any time the contribution was recorded with the wrong information and you need to fix it.

Before you start

• The owner contribution must already exist. See Record an owner contribution.

Steps

1. In the left sidebar, click Banking, then click the Owner Contribution button to open the Owner Contributions page.
2. Open the contribution to its Summary page.
3. Open the Action menu (top right) and choose Edit Owner Contribution. The edit screen opens with the current values filled in.
4. Change any of the details:
   • Owner, Bank, Memo, Method (and Check # if the method is Check), Property.
   • Paid Date and Amount in the table below.
5. Click Submit.

What you’ll see

You return to the contribution’s Summary page with your changes applied, and the bank account’s balance updates to match the new amount.

Tips

• If you need to change which deposit the contribution belongs to, do that from the deposit rather than here — open the deposit and remove or add the contribution there. See Create a deposit batch.

Related articles

• Record an owner contribution
• Delete an owner contribution