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October 17, 2020
Question

How do I alter a start balance for a bank account ? It was set up before I was working and I need to reconcile the bank statement.

  • October 17, 2020
  • 1 reply
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1 reply

JasroV
October 17, 2020

I got the steps to help you achieve this, @lauracarmella-ya.

 

Let’s go to your Chart of Accounts and change the start balance of your account from there. I’d be glad to guide you on how:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Locate the account you want to edit and select Account history from the Action column.
  3. Find the opening balance entry and select the opening balance entry.
  4. Edit the amount and click Save

You can also check this article for more details: Edit an incorrect opening balance.

 

When you’re ready to reconcile your account, check out this article for additional guidance: Reconcile an account in QuickBooks Online.

 

I’ll be happy to help you in case you have other concerns or questions about bank balances. Leave a reply on this thread and I’ll answer them for you. Have a great day ahead!