Skip to main content
K
kmiller2
October 8, 2022
Question

I have 11/30/2022 on a reconciliation report that should have had 11/30/2021. This was done in 1/2022. How do I fix this & will it cause any problems to change it?

  • October 8, 2022
  • 1 reply
  • 0 views
How do I change an ending date in QB on a reconciled report? A report that was completed many months ago.

    1 reply

    R
    RCV
    October 8, 2022

    Let me help you share some information about reconciling your account in QuickBooks Online (QBO), kmiller2.

     

    The option to edit the data on the reconciliation report is unavailable. What we can do is un-reconcile your transactions. Then, reconcile them back to get a new report. Keep in mind, even small changes can unbalance your accounts. To minimize the impact, we can only unreconciled one transaction at a time. If you need to completely start over, I'd suggest reaching out to your accountant since they have a tool to undo everything in one go.

     

    Unreconciling your transactions mean replacing the R (reconciled) mark with C (cleared) or blank. You'll want to do this to all transactions within the period covered in the report. When you know which transaction you need to change, here's how to edit and unreconciled the transaction:

     

    1. Go to the Accounting menu, then select Chart of Accounts under Your Company. 
    2. Select the account you're working on, and click on View Register.
    3. Choose the transactions you want to unreconcile.
    4. Keep on clicking the R status until it shows blank or cleared (C).
    5. Click Save.
    6. Close the account register.

     

    Here's an article you can refer to for more details about undoing and removing transactions from reconciliations in QuickBooks Online. Just in case you encounter any issues while reconciling, you can check out this article to learn about fixing it: Fix issues at the end of reconciliation in QuickBooks Online. 

     

    To learn more about the reconciliation workflow, feel free to check out this article for more information: Learn the reconciliation workflow in QuickBooks.

     

    Please let me know if you need clarification about this, or if there's anything else I can do for you. I'll be standing by for your response. Have a great day and keep safe.

    T
    Tchic0195
    April 18, 2023

    This isn't answering the question asked above. She needs the ENDING DATE changed as she typed in the wrong year. It's not a transaction within the reconciliation. It the actual date you type in when asked to enter the ending date.  What are the options to fix appropriately to the question she asked? I have found that 6 other people have asked this with answers on how to edit a transaction with the reconciliation which is not what anyone is asking for. 

      F
      FateCandylaneT
      April 18, 2023

      I appreciate you chiming in here today, Tchic0195. I'd gladly share additional information on this thread to help undo reconciliations in QuickBooks Online.

       

      When reconciling your account, let's ensure all data entered on the transaction and the reconciliation page are well-reviewed and accurate. I'd suggest consulting your accounting professional to seek further guidance in undoing reconciled accounts. 

       

      Also, if you've invited your accountant to your QuickBooks company and is using a QuickBooks Online Accountant (QBOA) subscription, they can use the Undo Reconciliation tool available in this plan. Before doing so, you'll want to consider downloading any attachments tied to the reconciliation. Since undoing them deletes all existing attachments.

       

      To begin:

       

      1. Go to the Gear icon and click Reconcile under the Tools column.
      2. On the Reconcile an Account page, select History by Account.
      3. On the History by Account page, click the Account and Report period to locate the reconciliation to undo.
      4. Choose Undo on the Action column, then Yes.
      5. In the final confirmation window, select Undo and click OK.

       

      However, you'll need to manually edit each transaction to undo the reconciliation if you're not using QBOA.

       

      Here's how:

       

      1. Go to the Gear icon and select Chart of Accounts under Your Company column.
      2. Locate the appropriate account for the transaction and select View Register in the Action column.
      3. Identify the transaction to edit.
      4. In the reconcile status column (indicated by a checkmark), repeatedly click the top line of the transaction to change the status, then Save.
      • C - Cleared.
      • R - Reconciled.
      • Blank - Not cleared or reconciled.

       

      You can check out this article for more detailed information: Undo a client’s reconciliation in QuickBooks Online Accountant.

       

      Moreover, I'm adding this reference for additional guidance when reconciling your accounts:

       

       

      You're always welcome to reply in this forum if you have other QuickBooks concerns. We'll be right here whenever you need help. Take care.

      Terms & ConditionsAccessibility statement