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Ruby Kaye
March 24, 2023
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QBO- How to fix beginning balance for AMEX

  • March 24, 2023
  • 1 reply
  • 0 views

Hi, 

I am a new user to QBO and first time asking here. I went into the system to link one of our AMEX accounts. 

When I did, I selected the incorrect date so therefore my beginning balance is off. When I go to the chart of accounts, I have attached a copy of the register I am not sure what to do from here and I just do not want to mess anything else any worse. Please if you could provide me a step by step even if its visual that is great so I can fix. 

Thanks so much! 

Best answer by Rubielyn_J

Welcome to the Community page, @Ruby Kaye.

 

I'll point you in the right direction to help fix beginning balance issues in QuickBooks.

 

From the register page, we can simply click the Edit button. Then modify the date with the correct one and click Yes to complete the process. By doing this, you can correct your beginning balance. 

 

For more details about this process, please see this link: Learn how to unreconciled an individual transaction from a completed reconciliation.

 

To examine your starting balance and look for problems with accounts you haven't reconciled before, please click on this link: Fix issues the first time you reconcile an account in QuickBooks Online.

 

Once your opening balance is correct already, you can start reconciling your account. 

 

Don't hesitate to comment below if you have further concerns about beginning balances in QuickBooks. I'm around to help you in any way I can. Have a pleasant day!

1 reply

Rubielyn_J
Rubielyn_JAnswer
March 24, 2023

Welcome to the Community page, @Ruby Kaye.

 

I'll point you in the right direction to help fix beginning balance issues in QuickBooks.

 

From the register page, we can simply click the Edit button. Then modify the date with the correct one and click Yes to complete the process. By doing this, you can correct your beginning balance. 

 

For more details about this process, please see this link: Learn how to unreconciled an individual transaction from a completed reconciliation.

 

To examine your starting balance and look for problems with accounts you haven't reconciled before, please click on this link: Fix issues the first time you reconcile an account in QuickBooks Online.

 

Once your opening balance is correct already, you can start reconciling your account. 

 

Don't hesitate to comment below if you have further concerns about beginning balances in QuickBooks. I'm around to help you in any way I can. Have a pleasant day!

R
Ruby Kaye Author
March 27, 2023

Thank you so much! It is fixed now! 

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