Hi there, blcfood26. There are several ways to organize a business account. To help me narrow it down, are you referring to redoing a reconciliation with your business bank or Chart of Accounts, or are you trying to reopen a fiscal year to reorganize it?
May I also know what makes you go back and organize this now? Are you seeing incorrect balances, missing transactions, reconciliation issues, or something else? Please provide more details about what you mean so I can accurately provide a solution and narrow down the possible scenarios.
For now, if you're referring to reopening your closed books to organize transactions, balances, taxes, or reports, here is how to do it:
1. From the Gear icon, click Account and Settings.
2. Select Advanced. In the Accounting section, look for Close the books.
3. To reopen them, you can change the password (if you forgot it) and proceed to organize. Note that it will prompt you with a warning, click OK to that and enter the closing date password, or toggle the switch Off to remove the lock entirely.
Once done organizing, you can enable the password again to prevent unwanted changes.
Otherwise, if you're referring to undoing the entire reconciliation for your business account, here's how:
1. From the Accounting tile, select Chart of Accounts.
2. Find the business account and select Account history.
3. Open the transaction. Note: If it’s reconciled, you’ll see an 'R' in the checkmark (✔) column.
4. Select the box with the 'R' and double-click to remove it. Click Save and hit Yes to confirm.
Please review your Reconciliation Report to see what caused any discrepancies, or check the Audit Log for any deleted transactions. If these are the scenarios you're facing, I recommend reaching out to your accounting professional to ensure your books remain accurate.
Please don't hesitate to leave us a response if you have other questions or concerns.
