thread Change Category on an existing transaction in Payments Troubleshooting

Change Category on an existing transaction

treasurerfomc — Sun, 21 Sep 2025 10:36:55 GMT

Scenario

Users have entered items as uncategorized - of course this is a training issue but errors happen.

I want to ONLY edit the transaction to assign it to the correct transaction and NOT be uncategorised.

At the moment I am having to export data to excel run macros and use Excel for reports as the square reports are not correctly allocating sales.

This seems mad

Re: Change Category on an existing transaction

Sammie_C — Wed, 11 Jun 2025 23:06:02 GMT

Hi @treasurerfomc, thank you for your post. Welcome to the Square Community!

I just checked in with our Operations team and unfortunately there is not a way to edit a transaction.

A possible workaround could be to refund the transaction and process it again with the correct category, but I understand that this is an extra step and the refund would be recorded in your sales.

I hope this help a bit. Feel free to let me know if you have any other questions.

Re: Change Category on an existing transaction

Kayakbabe — Thu, 02 Oct 2025 20:59:26 GMT

This seems to be an oversight. While we shouldn't be able to change a sale itself, the category data on an item SHOULD be able to be altered after the sale in order to get our reports in order. Please put in a request to the coding team to allow us to update this data point for items after sale.