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m-budzisemegan
Level 1

I accidentally closed out a reconcile with the wrong date on it. How can I edit the reconcile that I put the wrong date on for it to have the correct date?

Example: The end date I put on the reconcile was 10/31/21 but it should've been 8/31/21
3 Comments 3
Kevin_C
QuickBooks Team

I accidentally closed out a reconcile with the wrong date on it. How can I edit the reconcile that I put the wrong date on for it to have the correct date?

It’s great to see you in the Community today, @m-budzisemegan. I'll make sure to provide steps to edit an incorrect date on a reconciliation in QuickBooks Online (QBO).

 

Since the reconciliation was accidentally closed, we can still change the ending date. Just go back to the reconciliation page and change the Ending Date. Here's how: 

 

  1. Go to Accounting on the left menu. 
  2. Click the Reconcile tab.
  3. Choose the bank account from the Account drop-down list.
  4. Tap the Resume reconciling button.
  5. Click the Edit Info button located in the upper right-hand corner.
  6. Change the Ending Date.
  7. Once done, select Save.

 

Moreover, you can visit this article for the steps and details about reconciling an account in QBO.

 

Just in case QBO doesn't match your bank statement at the end of reconciliation, follow the steps in this article to troubleshoot the issue. Also, QBO generates a reconciliation report for every session. To view and export the report, see this article.

 

Stay connected with me if you have more questions about reconciliation in QuickBooks Online. I'll be around to help. Have a good one!

rjjoyce
Level 2

I accidentally closed out a reconcile with the wrong date on it. How can I edit the reconcile that I put the wrong date on for it to have the correct date?

This does not work for when I've already completed the reconciliation.  Can you tell me how to edit the date after the process is complete?

Giovann_G
Moderator

I accidentally closed out a reconcile with the wrong date on it. How can I edit the reconcile that I put the wrong date on for it to have the correct date?

Hello, rjjoyce.

 

I can see that you've posted twice with the same concern about editing the date for the reconciliation that is already completed. My colleague MaryLandT already posted her reply. Please visit this link to view the information: https://quickbooks.intuit.com/learn-support/en-us/banking/re-how-can-i-change-the-reconciliation-dat....

 

Just in case QuickBooks doesn't match your bank statement at the end of reconciliation, check out this article for more insights and instructions on how to fix it: Fix issues at the end of a reconciliation in QuickBooks Online.

 

Don't hesitate to post again on the Community page if you need further assistance with reconciliation or other QuickBooks concerns. We're always here to help you.

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