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nancykfulton
Level 1

Is there an easy way to correct the Statement ending date for a reconciled account? I entered the year as 2030 instead of 2020.

 
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Best answer October 10, 2020

Best Answers
AlexV
QuickBooks Team

Is there an easy way to correct the Statement ending date for a reconciled account? I entered the year as 2030 instead of 2020.

Good day, nancykfulton.

 

I'm here to assist you regarding reconciliation.

 

Once we reconciled the account, the only way we can modify it is to undo it. We can either undo it manually or ask for some help from an accountant.

 

Accountants who are using QuickBooks Online Accountants have a tool to undo the reconciled transactions at once. For more details, please check this link: Undo your client’s reconciliations with QuickBooks Online Accountant.

 

You can follow these steps on how to do it manually:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account and select View register
  3. Find and select the transaction you want to unreconcile. 
  4. Click the box with an "R" multiple times until it's blank, then Save it.
    • R means reconciled
    • C means cleared
    • Blank will remove the transaction from the reconciliation.

Once done, you can now reconcile it again with the correct ending date. Here are some of the articles for more details:

I'll be here if you need anything else. Stay safe!

View solution in original post

1 Comment 1
AlexV
QuickBooks Team

Is there an easy way to correct the Statement ending date for a reconciled account? I entered the year as 2030 instead of 2020.

Good day, nancykfulton.

 

I'm here to assist you regarding reconciliation.

 

Once we reconciled the account, the only way we can modify it is to undo it. We can either undo it manually or ask for some help from an accountant.

 

Accountants who are using QuickBooks Online Accountants have a tool to undo the reconciled transactions at once. For more details, please check this link: Undo your client’s reconciliations with QuickBooks Online Accountant.

 

You can follow these steps on how to do it manually:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account and select View register
  3. Find and select the transaction you want to unreconcile. 
  4. Click the box with an "R" multiple times until it's blank, then Save it.
    • R means reconciled
    • C means cleared
    • Blank will remove the transaction from the reconciliation.

Once done, you can now reconcile it again with the correct ending date. Here are some of the articles for more details:

I'll be here if you need anything else. Stay safe!

View solution in original post

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