Can I edit ending statement date in a reconciled bank account?

Hi there,

You've reached the right place for help. I'd be glad to share info on how to edit the ending statement date in QuickBooks.

If you haven't completed the reconciliation, you can still edit the statement ending date by following these steps:

1.     On the left panel, click Accounting.
2.     Click the Reconcile tab.
3.     Choose the bank account from the Account drop-down list.
4.     Click the Resume reconciling button.
5.     Click the Edit Info button located in the upper right-hand corner.
6.     Change the Ending Balance and Ending Date.
7.     Click Save.

If you've completed the reconciliation, editing the Ending date is unavailable. 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.          

Give these steps a try and let me know how you make out. I'll be on standby in case you need further assistance. :) 

I already unreconciled the reconciliation by unmarking the items I had cleared the first time, then going into Reconcile and the date was still wrong -  2055 vs. 2022.  This is a problem to me if I leave it alone because some reports that I might create may not include these items if I don't put 2055 in as part of the date.  I did not change any transactions though, so maybe that won't be an issue.

If you don't know, is there someone I can talk to that might?

Thanks, Janet Palmore

Hi there JWP,

It's vital that all your reconciliations are done properly in order for you to make sure that your books can be well balanced. QuickBooks Online is a great tool able to help you keep track of transactions to see the financials of your business. I can point you in the right direction for assistance. 

In order to fully remove this reconciliation from the system, the method of just removing the R for all transactions in the Account history would not work. An accountant user would need to access your company from their QuickBooks Online Accountant account in order to undo the reconciliation completely. You can invite your accountant to your books in the My accountant tab. There's also a Find a pro to help button in this section that can help you find a local accountant that has experience with QuickBooks Online.

If you have any other questions, feel free to reach out here.