I need to see an old bank reconciliation. Is there a way to view historical?

Hi jbirston,

It's nice to hear from you again! It sounds like you have your hands full right now, but we're always happy to help. Reconciliation is an important part of keeping your books balanced, so it can be particularly troublesome to take over the books when you're unsure if things were done correctly before. Thankfully, it's simple to see historical reconciliations, and I can show you how.

It just takes a few easy steps to view historical reconciliations:

1. Select the Reports menu from the top.
2. Click on Banking then select Previous Reconciliations.
3. Enter the appropriate Account and Date.

With this, I'm confident you're all set to sort out these books.

I'm here for you. Feel free to reach out anytime you have questions.

Hi Andre 
Thank you for your reply. I do not have a date option in my program. I am using QB's Pro 2020

I included a screenshot. 

Hey jbirston,

Thank you for following up. That's certainly unusual. I've been able to test in my own systems, and the Statement Ending Date field should be displayed right beneath the account. Even if the account has never been reconciled. If you're able to click on the Display button to run the report, this is most likely caused by a minor display issue. Here's a couple images showing how this window would typically appear.

Previously reconciled account

Account which has not been reconciled 

It's possible simply clicking Display will give you the required information, but check out this great article to learn how to fix display issues: Fix screen issues in QuickBooks Desktop

Let me know how this goes! I'm here for you if you need any more help.

Hi Andre

I have tried everything. Nothing is bringing up that date.

This is my last entry to figure out before I send year end off and go home!! haha.

I am at a loss.

Hello jbirston,

I had left you a response, but I see you've gotten it figured out! Well done. :) Other options in this instance would have been to use and customize reports such as the General Ledger report or to look in the account register to find an adjustment entry that may have been made to account for the difference in the transaction you mentioned.

I encourage you to submit feedback about what you'd find helpful in the program. By going to the Help menu in QuickBooks Desktop and choosing Send Feedback Online, you can leave us details about what would be useful to your as someone managing a set of books. Many of the suggestions we've received over the years have been transformed into features, so don't be afraid to let us know!

[Edited]

have QB pro plus 2021, I dont see the option for statement date?  help??

which version has the option to enter Statement dates for previous reconciliation? i have 2021 QB and it does not show up as an option.

Hey there, @jafr. 

Thanks for joining in on this thread. Allow me to provide you with some information. 

To see the statement date, you'll need to ensure that you've reconciled. This should fix the problem at hand. Here's how to reconcile an account: 

1. Go to the Banking menu. 
2. Pick the Reconcile option. 
3. Fill in all the information needed. 
4. Press Continue when ready. 

It's that easy. 

Let me know how it goes and if it works. It's my priority that you're able to get back to running your business. I'm only a post away if you have any other questions. Have a splendid day!

I having the same problem but I don't get a list of dates, and it been reconciled for several years 

Hi Indero,

Thank you for reaching out in the QuickBooks Community with your questions. I want to verify that you've reached the right support for your product. This is the Canadian QuickBooks Community, and I think you may be looking for the US one. If you've reached the correct one, I can point you in the right direction.

There are times when you have to return to previous reports. If you're having trouble getting the previous reconciliation reports, you can review this article: Resolve common issues on Previous Reconciliation report. This article goes over when the reports aren't available, blank reports, cleared transactions appearing unclear, wrong beginning or ending balances, incorrect dates and PDF-related errors.

You can reach back out if you have further questions. I'm here to help. Warmest regards.