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January 6, 2024
Question

Can I reconcile 2022 transactions

  • January 6, 2024
  • 1 reply
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1 reply

January 6, 2024

Hello there, usercarmen.

 

Yes, you can reconcile 2022 transactions. If there are transactions were reconciled after 2022, reconciling past-year transactions could impact the open balance equity. To manually add transactions, refer to this link: Learn how to add transactions directly to an account register.

 

Afterward, you can manually change its status to reconciled - R in the register. Here's how: 

 

  1. Go to the account register and find the transaction you recreated.
  2. Click on the blank field to mark it as reconciled - R.
  3. Click Save. Then, Yes to confirm.

 

However, since it affects a lot of transactions, you can let your accountant undo the entire reconciliation. Then, start reconciling again from 2022 transactions.  I've added an article that will help you in case you encounter reconciliation issues: Fix issues when you're reconciling accounts.
 

I've collected some articles for additional insights about handling and organizing bank transactions in QBO:

 

 

I want to ensure your entries and accounts are properly reconciled. Just let me know in the comment section if you have more concerns.