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Level 1

How to edit an old reconciliation?

Trying to undo a bank reconciliation and I followed the steps and the drop down box only shows print not undo??? 

3 Comments
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Moderator

How to edit an old reconciliation?

Hi @superiorpaint1980,

 

A bank reconciliation can be undone in two different ways. Let me discuss them with you.

 

In the bank register, you can manually undo a reconciliation of each of your affected transactions.

 

Here's how:

  1. On the Banking page, click Go to Register.
  2. Select any transaction.
  3. Under the Check column, click until the box becomes empty.
  4. Click on Save.

You'll have to repeat these steps to every transaction to undo their reconciliation.

 

Your second option is to seek help from your accountant. If they can access your QuickBooks Online (QBO) account through their QBO for Accountants account, they can undo your old bank reconciliations in one go.

 

You can read this article and be a master of fixing reconciliation: How to Unreconcile a Transaction or Undo a Reconciliation?

 

Feel free to leave a comment below if you need any other help with reconciliation. It'll be our pleasure to help.

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Level 1

How to edit an old reconciliation?

The month end date for my reconciliation is incorrect.  It reflects 03/31/19 when it should state 02/28/19.  How do I change and rerun the report with the correct month end date?

Highlighted
Moderator

How to edit an old reconciliation?

Hello maria17,

 

You would be able to change the ending date if you're not yet done with the reconciliation. To do that, please follow these steps:

  1. Go to Accounting.
  2. Select Reconcile.
  3. Select the bank account and click on Resume reconciling.
  4. Click on Edit info
  5. Enter the Ending date.
  6. Click on Save.

Then, finish reconciling. Otherwise, you'll need to undo the reconciliation as suggested by Jonpril_L. This way, you'll be able to change the ending date.

 

I'll be around if you need anything else. 

 

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