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b_kirschner
January 7, 2020
Question

Adjusting dates on a previously completed bank reconciliation

  • January 7, 2020
  • 1 reply
  • 0 views

I was going to do my next round of reconciliations, but I realized that last month, I put the wrong year. It is showing that I've reconciled the account up to November 2020 but it should be November 2019. How do I adjust the date to get the right one in there so I can move on and keep reconciling without deleting the reconciliation? 

1 reply

J
JamesM
January 8, 2020

Hi there,

 

You've reached the right place for help. I'll be happy to give you a hand with adjusting the dates on a previously completed bank reconciliation. 

 

If you haven't completed the reconciliation, you can still edit the statement ending date by following these steps:

  1. On the left panel, click Accounting.
  2. Click the Reconcile tab.
  3. Choose the bank account from the Account drop-down list.
  4. Click the Resume reconciling button.
  5. Click the Edit Info button located in the upper right-hand corner.
  6. Change the Ending Balance and Ending Date.
  7. Click Save.

Based on what you've described, I notice you've already reconciled and changing the Ending date isn't possible. Though, you can do either of the following:

  • Leave the date as it is and just make sure to select the correct end date the next time you reconcile (an incorrect date doesn't affect any balances and will not prevent you from future reconciliation). 
  • You can undo the reconciliation and then reconcile with the correct ending date.

If you need more help with QuickBooks Online, please let reach out to me. Thanks.

 

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