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July 14, 2021
Question

How to change the date of my reconciliation it should be 1/16/2020 to 2/20/2020. All of my transactions are not showing

  • July 14, 2021
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1 reply

JoesemM
July 14, 2021

Good to see you here in the Community, @nrobinson1.

 

I can guide you on how to change your reconciliation date. You’ll want to click the Edit info on the reconciliation page to change the date. Let me walk you through the steps in your QuickBooks Online (QBO) account.

 

You can still change the ending date if you haven’t completed the reconciliation. Let me show you how.

 

  1. Go to the Accounting menu.
  2. Select the Reconcile tab.
  3. Choose the bank account from the Account drop-down menu.
  4. Click the Resume reconciling button.
  5. Then click the Edit Info button located in the upper right-hand corner.
  6. Change the Ending Balance and Ending Date.
  7. Click Save.

However, if you're done with the reconciliation, you can manually undo the reconciled transactions first, then re-reconcile using the correct date.

 

To manually undo reconciliation in QBO, see the steps below:

 

1. Go back to the Gear icon, then select Chart of Accounts under Your Company.

2. Locate the appropriate account for the transaction.

3. From the Action column, select View Register.

4. Click to highlight the transaction.

5. In the reconcile status column (checkmark), repeatedly click to change the status of the transaction. (= Cleared, = Reconciled, Blank = Not cleared or reconciled).

For your reference, you can check out this article for further guidance: How to unreconciled a transaction or undo a reconciliation

 

Also, I'd suggest consulting with an accountant for guidance in undoing the reconciliation. This way, we’ll ensure your accounts are correct after making these changes.

 

I'm sharing with you these handy articles that can help you with your reconciliation:

 

 

Additionally, let me add this article that guides you in setting up rules to easily categorize your bank transactions: How to set and use banking rules for downloaded transactions.

 

Let me know if you still have questions or concerns with your account. I'm more than willing to answer them for you. Take care and have a great day!