Let me help you start reconciling again with the correct date, Cody.
To begin with, you'll need to undo the reconciliation first. Please note that you can only unreconcile one transaction at a time. If you need to start over, I recommend seeking assistance from your accountant. They can undo the entire period using QuickBooks Online (QBO) Accountant.
Here's how to invite your accountant:
- Go to the Gear icon and select Manage Users.
- From the Accountants tab, enter your accountant's email in the field, and then click Invite.
Your accountant will be notified via email about the invitation. The Manage users page status will change to "Active" once they accept. They'll receive a link to access your QBO company if they already have an account. Otherwise, they'll need to sign up for free. Then, your accountant can proceed to undo the entire reconciliation.
Alternatively, if you prefer to undo the reconciliation yourself, you can follow these steps:
- Go to the Gear icon and select Chart of Accounts.
- Look for the account and click View register.
- Filter the register's date period. Then, click Apply.
- Review the check column; if the transaction is reconciled, you'll see an "R."
- Choose the box and keep clicking it until it's blank. This removes the transaction from the reconciliation.
- Click Save and then close your register.
In case you encounter any reconciliation issues, you can use this article as a guide to fix them: Fix issues when reconciling accounts.
You can always get back to this thread if you have further concerns with reconciliation. We'd be glad to assist.
