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k-hawke
Level 1

Once you have finished a bank reconciliation can you go back in and edit it?

 
1 Comment 1
AddieC
QuickBooks Team

Once you have finished a bank reconciliation can you go back in and edit it?

Hello, 

 

Reconciliation is an essential step in bookkeeping. It helps keep you organized, and makes you feel confident that QuickBooks Online matches your bank statement. I'll help explain how you can edit a previously reconciled period. 

 

Keep in mind, even small changes can unbalance your accounts. To minimize the impact, you can only unreconcile one transaction at a time. If you need to completely start over, reach out to your accountant to undo the entire reconciliation. If you're not already connected to an accountant, you can find one in your area here.

 

Follow these steps to remove individual transactions you added to a transaction by accident: Undo and remove transactions from reconciliations in QuickBooks Online

 

This article will guide you through the process of undoing a reconciled transaction so you can get back on the right track. I hope this helps. Let me know if you have any other questions for me. 

Have a great day!

 

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