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February 11, 2021
Question

Can you change the date of a reconciled statement or is the only way to correct it to do an undo reconciliation of the entire statement?

  • February 11, 2021
  • 1 reply
  • 0 views
Used a statement date of 2021 instead of 2020.

1 reply

Angelyn_T
February 12, 2021

Hi Angela.

 

Yes, you need to undo the reconciliation to update the date. I'm here to help and guide you with the process.
 

  1. Select Chart of Accounts from the Accounting tab.
  2. From the list, look for the bank you’re working on and hit the View Register link under the Action column.
  3. Hover your mouse to the transaction and navigate to the checkmark column.
  4. Then, click the letter R until it shows blank.
  5. Press Yes to confirm the action.
  6. Perform the same process for the remaining entries.

 

For additional resources, you can read this article about unreconciling an individual transaction from a completed reconciliation.

 

On the other hand, if you have an accountant or QuickBooks Online Accountant (QBOA) account, you can use the special reconciliation tool to correct the previous reconciled statement. Here’s an article that outlines the complete instructions: Undo a client’s reconciliation.

 

Once done, you can start reconciling the account and enter the correct date. You can use this article as your guide: Reconcile an account in QuickBooks Online.

 

Moreover, here are some of our helpful articles you can open for additional resources about fixing reconciliation issues in the future:

 

 

 

Please feel free to get in touch with me here for any additional questions about QuickBooks or reconciliation. I always have your back. Keep safe!