Hi @j-allen,
Welcome to Community! You've reached the right place for help. I'll be happy to give you a hand with adjusting the dates on a bank reconciliation.
If you haven't completed the reconciliation, you can still edit the statement ending date by following these steps:
- On the left panel, click Accounting.
- Click the Reconcile tab.
- Choose the bank account from the Account drop-down list.
- Click the Resume reconciling button.
- Click the Edit Info button located in the upper right-hand corner.
- Change the Ending Balance and Ending Date.
- Click Save.
Based on what you've described, I notice you've already reconciled and 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 I'd recommend reaching out to your Accountant. They're able to undo the reconciliation for you. Once that's been completed, you'll be able to start the process again and enter the desired date range in accordance to your statement. If you don't have an Accountant, we'll help you find one here.
If you have any other questions, please feel free to reach back out. We're glad to help!
