Hi there, Jim.
I understand that you need assistance with unreconciling transactions and changing the statement begin and end dates in QuickBooks Online. I'm here to help you with that.
If you need unreconciled transactions in your accounting records, there are two ways to go about it. The first option is to do it individually, which means you'll need to manually unreconcile each transaction one by one. The second option is to do it in bulk, which can save you time and effort if you have a large number of transactions to unreconcile. However, it's important to note that bulk unreconciling should only be done with the help of an accountant user.
To unreconcile your transactions manually, here's how:
Unreconciling in bulk can be complicated and require a deeper understanding of accounting principles and practices. An accountant user can help ensure you don't accidentally unreconcile the wrong transactions or make other errors that could affect your financial records. They can also help you understand any potential implications of unreconciling certain transactions and advise you on how to proceed.
You can invite your accountant if you want to bulk unreconcile your transactions. Here's how:
Once everything is okay, you can start and proceed with the normal reconciliation process, ensuring you enter the correct beginning and end dates. To learn about it, I've included this reference for a compilation of articles you can use to learn the reconciliation workflow in QuickBooks.
Please don't hesitate to reach out if you encounter any issues or need further assistance. I'm here to help. Have a great day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.
For more information visit our Security Center or to report suspicious websites you can contact us here