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cherringhealthan
Level 1

Can I change reconcilation date?

How do I  change date reconciling started?
1 Comment 1
ShangY
QuickBooks Team

Can I change reconcilation date?

We're glad to have you in the Community, cherringhealthan. Allow me to help you with changing your reconciliation date in QuickBooks Online (QBO).

If you haven't finished the reconciliation yet, you can still modify the date by following these steps:
 

1. Click Accounting in the left panel and select the Reconcile tab.
2. Choose the bank account from the Account drop-down list.
3. Tap the Resume reconciling button.
4. From the upper right-hand corner, click the Edit Info button.
5. Change the reconciliation year date from there.
6. Hit Save.
 

On the other hand, if you've already completed the process, you'll need to undo and edit the date. The Undo option is only available in QuickBooks Online Accountant. I suggest inviting your accountant to your company, and have them undo the reconciliation period at once.

Here's how to do it:
 

1. Click the Gear icon in the upper-right corner, and select Manage Users.
2. Go to the Accounting firms tab, enter the accountant's email and click the Invite button.
3. Hit Save.
4. Once invited, have your accountant undo and remove transactions from reconciliation in QuickBooks Online.
 

In addition, I've added this article to help you review your beginning balance and look for issues for accounts you haven't reconciled before: Fix issues the first time you reconcile an account in QuickBooks Online.

Please keep me posted if you have more questions or concerns about fixing reconciliation or other QBO concerns. I'm here to help you. Stay safe!

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