Edit or Adjust a Stock Sale Transaction

You can edit information about a stock sale transaction, such as if the broker increases the fee charged for the transaction, or to correct a data entry error.

Note: When you edit a stock sale transaction, you can edit information such as the date of the sale, amounts of the sale or fees, the number of units sold, and the prices per share at the time of the sale. You cannot undo a stock sale transaction as part of an edit. For information about how to undo a stock sale transaction, refer to Undo a Stock Sale Transaction.

If the revenue from the transaction posted to the general ledger and you edit information that affects the general ledger, the program automatically generates a reversal transaction and tracks the adjustment.