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March 18, 2025
Question

I reconciled my account but it has the wrong ending date, how can I change that?

  • March 18, 2025
  • 2 replies
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2 replies

March 18, 2025

Once a reconciliation is completed in QuickBooks, you can’t directly change the ending date. However, you can undo and redo the reconciliation with the correct date.

Go to Accounting -> Reconcile, select the account, and choose Undo Last Reconciliation (if you’re an admin).

March 18, 2025

To update the ending date of the account you have already reconciled, you'll need to manually undo the reconciliation of each transaction of an account, Lori. I'll provide you with the steps.

 

Here's how to manually undo reconciled transactions of an account:

 

  1. Go to Transactions, then Chart of Accounts.
  2. Select the account that you will undo the reconciliation to put the correct ending date.
  3. Click View Register.

 

 

 

        4. Under the column of a checkmark, you can see the R which means reconciled. Click the R, then change it to blank to undo.

        5. Click Save.

 

Here's an article to reference on the steps I've provided above: Undo or remove transactions from reconciliations in QuickBooks Online.

 

Additionally, if you have an accountant, you can share this link for them to undo the reconciliation for you: Undo a client’s reconciliation in QuickBooks Online Accountant.

 

After unreconciling the account, you can now begin to reconcile again and successfully put the ending date for the efficiency and accuracy of the transaction of each account.

 

After reconciling, you can view, print, or export a reconciliation report in QuickBooks Online to further check the accuracy of your account.

 

If you wish to manage efficiently your account in QuickBooks Online, you can always consult to our QuickBooks Live Expert Assisted as they have the best knowledge and experience to share with you.

 

If you have any further questions or need assistance as you manually undo reconciliations or update your ending dates in QuickBooks Online, feel free to reach out for help. We look forward to helping you manage your accounting needs effectively.