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Apr 22, 2024 3:32 PM UTC
Question

Can I change my beginning balance in the bank reconciliation program?

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1 reply

Apr 22, 2024 4:27 PM UTC

Hi there, JMG Consulting.

 

Yes, you can edit it by going to your chart of accounts. Let me show you how to manage your beginning balance in QuickBooks Online (QBO).

 

If this is your first time reconciling your account, here's how:

 

  1. Go to the Gear icon. Select Chart of accounts.
  2. Look for the account you wanted to reconcile and edit the beginning balance.
  3. Under the Action column, click View register.
  4. Edit the initial balance of the account. Record the date and balance.

 

On the other hand, if you've reconciled the account in the past, you can refer to this article: Fix issues for accounts you've reconciled in the past in QBO

 

Furthermore, I'll also add this article as your reference and additional information in reconciling the first time: Fix issues the first time you reconcile an account in QBO

 

Comment or post in the Community if you have further concerns about reconciling your account in QuickBooks Online. I'm always here to help you.