Let me provide some options on how you can correct the reconciliation, mgabsodesigns.
Once you complete the reconciliation, the option to change the date is unavailable. However, you can leave the date as it is and let's make sure we select the correct end date the next time you reconcile. No worries, an incorrect date doesn't affect any balances and will not prevent you from future reconciliation.
You can also undo the reconciliation and then reconcile with the correct ending date.
Here's how:
- Go to Accounting and choose Chart of Accounts.
- Locate the account for the transaction and click View register.
- Look for the transaction that you want to undo reconciliation.
- In the Reconcile (Check) column, repeatedly click the top line of the transaction to change the status of the transaction.
(C - Cleared R - Reconciled Blank - Not cleared or reconciled)
- Click Save.
For more details about this one, you can check out this article: Undo and remove transactions from reconciliations in QuickBooks Online.
I've got a link here where you can find articles about reconciling your accounts: Reconcile your bank account with QuickBooks.
Keep me posted if you need a hand with downloading your bank data or any QBO related. I wish you and your business continued success.
