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Jun 15, 2020 8:57 PM UTC
Question

When reconciling I put the wrong year for statement ending date. Can I change this now so that the report is correct?

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1 reply

Jun 15, 2020 11:48 PM UTC

Hi virginia-lawson2,

 

If you have not yet saved the reconciliation, you can edit the statement ending date by:

 

  1. Select the Settings icon (top right), then Reconcile. 
  2. Select the account, then Resume reconciling.
  3. On the top right, select Edit info. Enter in the correct Ending date, then Save.

 

If you have already saved the reconciliation, you will need to reach out to your accountant - they can undo the previous reconciliation so the date can be edited.

 

-Kass