How to Edit or Change an Expense Allocation

If you need to make changes to an existing expense allocation journal entry, you’ll need to delete the related journal entry and recreate it.

Step 1: Open Expense Journal Entries

  1. Go to the Expense Allocation tab.

  2. Click Expense Journal Entries.

  3. You’ll see a list of all published journal entries.

Step 2: Delete the Journal Entry

  • Find the journal entry you want to change.

  • Click Delete to remove it.

Note: Deleting the journal entry will remove it from QuickBooks as well.

Step 3: Recreate the Allocation

  1. Go back to the Expense Transactions page.

  2. Click Sync Transactions to make sure your data is up to date.

  3. Recreate your allocation entry with the correct information.