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April 16, 2023
Question

Can I start over the bank reconciliation with amount from my bank statement date 01/01/2023?

  • April 16, 2023
  • 1 reply
  • 0 views
I need to do new accounting for year 2023

1 reply

MichelleBh
April 16, 2023

I'm here to help you handle your bank reconciliation, themaven. 

 

Yes, you can restart your bank reconciliation with the amount from your bank statement dated 01/01/2023. And I'm happy to share the complete steps with screenshots for doing so in QuickBooks Online.

 

You'll need to select 01/01/2023 in the Starting date field and enter the bank statement amount in the Ending balance box. Follow these steps:

 

  1. Go to the Accounting tab on the bottom left part.
  2. Select the Reconcile tab. 
  3. Choose your bank account in the Account drop-down. 
  4. Enter the Ending Balance amount shown in your bank statement and the Ending date
  5. Hit Start reconciliation when you're ready.

 

For more details, see this link: Reconcile an account in QuickBooks Online.

 

In case you encounter an issue while reconciling your banks, visit this article: Fix issues at the end of a reconciliation in QuickBooks Online.

 

Moreover, read the following articles below to learn how to unreconcile transactions and run specific reports: 

 

 

Don't hesitate to contact me if you have any follow-up questions. I want you to be free from reconciliation so that you may focus on your business. Keep safe, themaven.