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February 17, 2024
Question

I reconciled the july of 23 but accidentally put july of 24. now My account is reconciled until july of 2024 and i can't get the rest of 2023

  • February 17, 2024
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1 reply

February 17, 2024

Let me help you change your reconciliation year date in QuickBooks Online (QBO), pawfectpetsnc.

 

Once completed, the undo option is only available in QBO Accountant. I recommend inviting your accountant to your company and let them undo the reconciliation period at once.

 

Here's how:

 

1. Go to the Gear icon, then select Manage users.

2. Click the Accountants tab, enter the accountant's email and click the Invite button.

 

 

3. Hit Save.

4.Once invited, have your accountant undo the entire reconciliation.

 

If you don't have one yet, you can refer to this ProAdvisor link for advice on how to properly handle this matter so your report will reflect accurate data.

 

Otherwise, you'll need to undo the reconciled transactions one at a time. You can use this article for reference: Undo or remove transactions from reconciliations in QBO.

 

Additionally, if you encounter any errors while reconciling your accounts, the following article will guide you in fixing them: Fix issues at the end of a reconciliation in QBO.

 

If you have more questions about reconciliation, please don't hesitate to leave a comment below. The Community is here to assist you 24/7.