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Level 1

Change date of reconciled statement

How do I change the date of a reconciled statement? It has 11/30/29 and it should be 12/31/19.
2 Comments
QuickBooks Team

Change date of reconciled statement

It’s nice to see you in the Community, ashley42.


We’ll have to undo the previous reconciliation and reconcile it. This way, you can change the statement date from 11/30/19 to 12/31/19.


If you’re not using QuickBooks Online Accountant (QBOA), undo the transactions manually. I also suggest consulting with an accountant to ensure the accuracy of your records.


Let me help and guide you through the steps. Here’s how:

 

  1. Go to the Accounting menu on the left panel to choose Chart of Accounts.
  2. From the list, look for the bank you’re working on and hit the View Register link under the Action column.undo recon.png
  3. Hover your mouse to the transaction and navigate to the checkmark column.
  4. Then, click the letter R until it shows blank.undo recon.png1.png clear status recon.png clear status recon.1.png
  5. Press Yes to confirm the action.

For more information, check out the following guide: Undo and remove transactions from reconciliations in QuickBooks Online.


Perform the same process for the remaining entries you’re going to edit. However, if you have QuickBooks Online Accountant (QBOA), use the special reconciliation tool to correct the previous reconciled statement. Here’s an article that outlines the complete instructions: Undo a client’s reconciliation.


Once done, you can start reconciling the account and enter the correct date. Additionally, these resources provide an overview of how to resolve reconciliation problems.

 

Keep me posted if you still have questions or concerns when working in QuickBooks. I’ll get back to make sure you’re taken care of. Enjoy the rest of the day.

QuickBooks Team

Change date of reconciled statement

Hello again, ashley42.


I’m here to check if the answer I shared helped correct the reconciled statement? Let me know if you have any clarifications about the process. Please know I’m here to answer them for you and make sure your records are in order.


Thanks for visiting the Community. Wishing your business continued success.

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