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DebbiGrogan
Level 1

changing a reconciliation date

I hate this online product so much that I am probably going to try something else.  I have my husband's online and my business online and I'm paying these people nearly $1,000 a year!!!  I just want to change the reconcilliation date!   Dear GOD, I can't be the only human being who accidentally put in the wrong date and then hit done!!!!  why is this so complicated.   WORST PRODUCT EVER!!!!!  I loved the one on my laptop, but you had to change it.  nice job

6 Comments
jessbru99568
Level 7

changing a reconciliation date

@DebbiGrogan in the online version, once you hit done on a reconciliation if you need to change something on it, you would need to contact the accountant that you have connected to your company and ask them to undo it. It is a tool that is only in the accountant version. 

I know its really a pain and we have all been wishing and asking for a change. 

Hope this helps! :)

DebbiGrogan
Level 1

changing a reconciliation date

Yep, answers my question and you better believe I will be leaving Quickbooks.  This is the worst product ever.  You have taken everyone's control away and given it to Accountants that we have to pay for 1 stupid answer.   Thanks for that.

jessbru99568
Level 7

changing a reconciliation date

@DebbiGrogan I completely agree and understand!! I do not work for or with Intuit or QBs at all though. I am a user just like you. I have the same issue. 

EmilyCowan
Level 7

changing a reconciliation date

@DebbiGrogan that does sound incredibly frustrating! I'm going to move this thread to "Questions About Quickbooks" so the folks on the product side can offer additional assistance.

 

I do hope you'll continue to join us in QB Community whether you choose to remain a QuickBooks customer or not. The amazing @jessbru99568 is just one of many community members who actively support each other here, whether we're doing accounting stuff or just figuring out how gain customers or manage a cranky vendor. We all work for ourselves here, and we totally get it.

 

Once you've got your reconciliation date issue resolved, I'd love to hear more about your business and what you do. 

lswennTLCAD
Level 2

changing a reconciliation date

What if you have plus and do not have an accountant accessing your quickbooks?  Can you make the change?

FritzF
Moderator

changing a reconciliation date

Hey there, @lswennTLCAD.

 

Glad you're here in the Community. I'm here to help get this taken care of, but I have some questions about your concern first​.

 

Are you trying to change a reconciliation date as well? If so, since you don't have an accountant that has an access to your QuickBooks Online (QBO), you'll need to manually unreconcile each transaction first, then re-reconcile using the correct date.

 

To manually undo reconciliation in QBO, see the steps below:

 

1. Go back to Gear icon, then select Chart of Accounts under Your Company.
2. Locate the appropriate account for the transaction.
3. From the Action column, select View Register.
4. Click to highlight the transaction.
5. In the reconcile status column (check mark), repeatedly click to change the status of the transaction. (C = Cleared, R = Reconciled, Blank = Not cleared or reconciled).

 

For your reference, you can check out this article for further guidance: How to unreconcile a transaction or undo a reconciliation. Once done, you can perform the reconciliation again with the correct date.

 

That's it! If there's anything else you need help with, don't hesitate to leave a comment down below. I'm always here to help you out.

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