Skip to main content
Aug 9, 2023 10:10 PM UTC
Question

How can I change a completed reconciliation report? I made a mistake.

I need to edit a completed reconciliation report.  I put in the incorrect ending statement date.  How do I do this?

6 replies

BigRedConsulting
Aug 9, 2023 10:33 PM UTC

I don't think you can, really, change the report.

 

In this case it doesn't seem necessary.

 

Aug 9, 2023 11:36 PM UTC

I understand that sometimes adjustments may be needed even after completing a reconciliation. @LauraOAK. I'm here to guide and provide information, including resources to update your ending statement date.


Before that, please know that every time you finish reconciling, QuickBooks Online automatically generates a report for that session. Thus, changing certain details isn't possible. You’ll want to undo and redo the reconciliation process to change or correct your ending statement date.


You can invite your accountant to perform it at once. Then, share the following steps below to undo your reconciliation:

 

  1. Let them log in to the QuickBooks Online Accountant account and locate your company.
  2. Navigate to the Accounting tab in the left-hand menu and select Reconcile.
  3. Click History by account.
  4. Find the affected account and the reconciliation on the list.
  5. Select the Undo option and then press Yes when prompted.


After, you can start the reconciliation process again by clicking on the Resume reconciling button. Make sure the correct ending date is entered. Once finished, review the report and ensure it reflects the right information.


If you're looking for resources on printing, exporting, and accessing adjustment entries, there are several options available to you:

 


Moreover, if you need any further assistance or have additional questions regarding reconciliation, I'm here to help. Feel free to ask anything related to the topic, and I'll do my best to provide you with the information you need.

Sep 14, 2023 10:02 AM UTC

There is no UNDO button or option....