reconcile info in QB is way off. It appears to be grabbing all transactions beyond reconcile window of 30 days. How do I correct this?

I appreciate your initiative in verifying the starting and ending date, @jmcrider11. Let me guide you through some essential steps to rectify balance discrepancies. This process begins with reviewing your opening and beginning balances to ensure your records are accurate moving forward.  

An incorrect bank balance in QuickBooks Online (QBO) can occur due to the following scenarios:

• An incorrect ending balance was entered at the start of the reconciliation process.  
• There are either missing transactions or duplicates in QuickBooks.
• Transactions have been recorded in QuickBooks that are not yet reflected in your bank statement.

In this case, you'll want to review your opening and beginning balances to ensure they're accurate.

After that, please ensure you've entered the appropriate amount for your ending balance on the Reconcile page, which should match your actual statement. Here's how:

1. In the Reconciliation window, select Edit info.
2. Check the Statement ending balance and date and make the necessary updates.
3. Click Save once done.
   

If you can still see a difference, let's move on to reviewing your transactions carefully. You'll want to combine multiple transactions if some payments are entered individually in QuickBooks but appear as a single record from your statement.

You'll also want to narrow down the list of transactions to identify those causing issues. Please refer to your bank statement and physically mark the transactions that correspond to those entered into QuickBooks.

Additionally, proceed to Steps 5 to 7 in this article for guidance on dealing with transactions you need to remove, enter, and update: Fix issues at the end of a reconciliation in QuickBooks Online.

If you need further help during the reconciliation and fixing related issues, check out our QuickBooks Live Expert Assisted service. Our experts have the knowledge and expertise to guide you every step of the way.

Once everything is balanced, you can finalize the reconciliation. Additionally, you can run the Reconciliation Report in QBO to get a comprehensive overview of your reconciliation process.

Always remember that we're here and eager to assist you. Whether it's about reconciliations or learning how to use QBO, we're just a post away and ready to help.

@jmcrider11 

QB uses the day after your last reconciliation ending date as the starting date.  When was the last time you reconciled?