Client made an error in the invoice date and year. He made it to 2021, work & payments were made in 2020. Can I change the date on the invoice after reconciling?

Hi marysmcdon,

Glad to have you reach out to the Community. Mistakes are common and the good thing is QuickBooks makes it easy to edit your transactions. I'll be happy to steer you on the right path so you can continue being amazing at managing your business. 

To edit an invoice, click Sales > Invoices > locate the invoice in question > make the necessary date adjustments and make sure your changes are saved by hitting Save and Close or Save and Send if you'd like to resend the invoice to the customer. If you need to unreconcile the transaction and then reconcile, I'd suggest reaching out to your accountant first for expert advice. Feel free to search for one in your area here: Find a ProAdvisor. Otherwise, here's how you can do that: 

   1. Select the Gear icon on the Toolbar.
   2. Under Your Company, select Chart of Accounts.
   3. Locate the appropriate account for the transaction.
   4. From the Action column, select Account History.
   5. Identify the transaction to edit.
   6. In the reconcile status column (indicated by a checkmark), repeatedly select the top line of the transaction to change the status of the transaction.

        Codes indicate the status of the transaction:
             C - Cleared
             R - Reconciled
             Blank - Not cleared or reconciled

   7. Select Save.
 

For additional tips on how to avoid undoing a reconciliation, take a look at this article: Avoid undoing a reconciliation. 

Let me know if this information helps. I'll be on standby in case you've got other questions.