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ed.cottle45
Level 1

Can I change who reconciled an account on the reconcilement report?

I need to change the email address that is showing up on the Reconciliation Report.  It is from a previous manager.
Solved
Best answer February 04, 2024

Best Answers
CharleneMaeF
QuickBooks Team

Can I change who reconciled an account on the reconcilement report?

I appreciate you for sharing a screenshot of the details you'd like to modify, ed.cottle45. I'm here to provide the steps to update the Reconciled by section.

 

The email address that is shown in the Reconciled by field can be edited in the Manage users window. It is the name used by the person who reconciled the account. I've added the steps below to change it:

 

  1. Go to the Gear icon and then select Manage users.
    image.png
  2. Locate the name that appears in the Reconciliation report, then click Edit.
    image (1).png
  3. Modify the user information, then scroll down to hit Save.
    image (5).png
  4. Choose Update info.
    image (4).png
  5. Provide the necessary verification if needed to save the new info.

 

Once done, refresh the page to make sure the changes are applied. Then, pull up the Reconciliation report to check if the details have been changed.

 

Additionally, we've deleted the image you provided to keep your info secure. Your security is our utmost priority.

 

Finally, I've added this resource to help you determine how to save a copy of the report: View, Print, or Export a Reconciliation Report.

 

Please keep me posted on how it goes, ed.cottle45. My main goal is to ensure I can provide all the assistance you need.

View solution in original post

6 Comments 6
Adrian_A
Moderator

Can I change who reconciled an account on the reconcilement report?

Good day, Ed.

 

I want to ensure that the information I'll be providing fixes your concerns. With that, were you referring to the user's name on the Reconciliation report? 

 

I'd also appreciate it if you could share a screenshot of the page you see.

 

I'll keep an eye on your response.

ed.cottle45
Level 1

Can I change who reconciled an account on the reconcilement report?

Yes.  I am referring to the user's name on the Reconciliation report. I can't seem to find where to change that user ID.  It is likely that I'm logged in using that user ID. However, the User ID I have available doesn't list that name that is shown. Where should I be looking to correct that? 

ed.cottle45
Level 1

Can I change who reconciled an account on the reconcilement report?

Here is a screenshot of the report header.

Thanks!

 

 

[PII on image removed]

CharleneMaeF
QuickBooks Team

Can I change who reconciled an account on the reconcilement report?

I appreciate you for sharing a screenshot of the details you'd like to modify, ed.cottle45. I'm here to provide the steps to update the Reconciled by section.

 

The email address that is shown in the Reconciled by field can be edited in the Manage users window. It is the name used by the person who reconciled the account. I've added the steps below to change it:

 

  1. Go to the Gear icon and then select Manage users.
    image.png
  2. Locate the name that appears in the Reconciliation report, then click Edit.
    image (1).png
  3. Modify the user information, then scroll down to hit Save.
    image (5).png
  4. Choose Update info.
    image (4).png
  5. Provide the necessary verification if needed to save the new info.

 

Once done, refresh the page to make sure the changes are applied. Then, pull up the Reconciliation report to check if the details have been changed.

 

Additionally, we've deleted the image you provided to keep your info secure. Your security is our utmost priority.

 

Finally, I've added this resource to help you determine how to save a copy of the report: View, Print, or Export a Reconciliation Report.

 

Please keep me posted on how it goes, ed.cottle45. My main goal is to ensure I can provide all the assistance you need.

ed.cottle45
Level 1

Can I change who reconciled an account on the reconcilement report?

This was the solution I needed.  I've updated the information and the report is showing the correct user information now. Thank you for the solution!!

CharleneMaeF
QuickBooks Team

Can I change who reconciled an account on the reconcilement report?

I'm glad to know the steps I've provided help you in updating the report, ed.cottle45.

 

If you have other QuickBooks tasks that need assistance, please don't hesitate to get back on this thread or start a new one. I'm always here to help you out.

 

Keep safe always!

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