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January 20, 2020
Question

I was doing a visa reconciliation for Jan 2020 and put ending date of Jan 2019. How do I change the date to reflect the right year.

  • January 20, 2020
  • 1 reply
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1 reply

January 21, 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 your January 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.

If you've already reconciled then 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 contact our support team using this link here.