To edit a transaction in QuickBooks Online, what is the first step?

To edit a transaction in QuickBooks Online, the first step is to select the transaction in the relevant section. This is essential because accessing the specific transaction you want to modify sets the foundation for making any edits. Once the transaction is selected, you can then make the necessary changes, whether it's updating amounts, dates, categories, or any other relevant details.

Choosing the transaction first ensures that you are working with the correct information. After selecting it, the system allows you to view and edit the specific details associated with that transaction. This is the most efficient and logical approach because attempting to edit without selecting the transaction first would leave you unable to modify anything effectively.

The other options do not provide a direct path to editing a transaction, as they serve different purposes within the application.