How do a change the reconciliation dates.I entered the wrong year

You came to the right place for help with changing your reconciliation year date in QuickBooks Online, chevota68.

If you haven't completed the reconciliation yet, you can still change the reconciliation ending date by following these steps:
 

1. Click Accounting in the left panel and select the Reconcile tab.
2. Choose the bank account from the Account drop-down list.
3. Tap the Resume reconciling button.
   
4. From the upper right-hand corner, click the Edit Info button.
   
5. Change the reconciliation year date from there.
    
6. Hit Save.

However, if you've already finished the process, you'll need to undo the reconciliation and correct the year date. The Undo option is only available in QuickBooks Online Accountant. I'd recommend inviting your accountant to your company, and let them undo the reconciliation period at once.

Here's how:

1. Click the Gear icon in the upper-right corner, and select Manage Users.
   
2. Go to the Accounting firms tab, enter the accountant's email and click the Invite button.
3. Hit Save.
4. Once invited, have your accountant undo the entire reconciliation.

Otherwise, you'll need to undo the reconciled transactions one at a time so you can change the date. You can use this article for reference: Undo and remove transactions from reconciliations in QuickBooks Online. On the same link, you'll find a write-up that provides steps on how to adjust as well as fixing beginning balances.

If you have other reconciliation questions or need assistance with anything else in QuickBooks, please update me by clicking the Reply button below. I'll be more than happy to help.

Hi, chevota68.

Hope you're doing great. I wanted to see how everything is going about the reconciliation year date you had yesterday. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!

Hi there I recently reconciled 3 months but instead of doing the current year, I accidentally did last year and now the balance is off.. if I manually undo all the reconciled accounts and correct the date on bank register, will that allow me to re reconcile the month?

I can share some information that can help you with reconciling your accounts, @Bhuertap.

Yes, after undoing the initial reconciliation, you can proceed and reconcile your bank account for this month.

Here's how:

1. Go to the Gear icon (⚙) and click on Reconcile.
2. Click the Account dropdown to choose the account that you'll reconcile.
3. Review the Beginning balance. Make sure the beginning balance in QuickBooks matches the one on your statement. 
4. Set the Ending balance and Ending date on your statement.
5. Review the Last statement ending date. This is the end date of your last reconciliation. Your current bank statement should start the day after.
6. Click on Start reconciling.
7. Follow the prompts to finish reconciling your account.

For detailed guidance in reviewing your opening balance, start reconciling, and comparing our statement with QuickBooks, check this article: Reconcile an account in QuickBooks Online.

In case you'd encounter any errors while reconciling your accounts, the following article will guide you in fixing them: Fix issues at the end of a reconciliation in QuickBooks Online. 

I'm always here if you need more help in reconciling your bank account in QuickBooks Online. Just let me know by leaving a reply below. Take care and have a wonderful day!

I had the same problem, not accountant version, client has no accountant, no way to invite an accountant user, I tried unclicking the transactions in the register and was still unable to adjust the date. Everyone giving instructions on the undo option is useless when not able to access that. It's a disappointment that the undo feature is not included to begin with. Especially if the client doesn't need that upgrade. 

I understand the importance of you being able to reconcile your accounts in QuickBooks Online, @kll2.

If you're not using the QuickBooks Online Accountant (QBOA) version that has the undo reconciliation option, you can manually edit each transaction instead to undo it on your QBO account. 

Here's how:

1. Go back to the Gear icon at the top. 
2. Choose Chart of Accounts under Your Company column.
3. Locate the appropriate account for the transaction.
4. Select the View Register link on the Action column.
5. Identify the transaction to edit.
6. In the reconcile status column (indicated by a checkmark), repeatedly click the top line of the transaction to change the status, then Save.

• C - Cleared.
• R - Reconciled.
• Blank - Not cleared or reconciled.

For further guidance, check out this article: Undo or remove transactions from reconciliations in QuickBooks Online.

If you encounter any hurdles during the reconciliation process in the future, the links below contain solutions on how to resolve them. The troubleshooting is scenario-based, and I suggest you choose the one that suits your situation.

• Fix issues the first time you reconcile an account in QuickBooks Online
• Fix issues for accounts you've reconciled in the past in QuickBooks Online
• Fix issues at the end of a reconciliation in QuickBooks Online

Please let me know if I can be of further assistance. I'm always here to offer additional help.

I’ve just realized that my reconciliation date is wrong on a new account I started back in July 2022

do I really need to redo all of the reconciliations completed since I started the account?
Shannon

Yes, you'll have to undo a reconciliation so you'll be able to change the correct date way back July 2022, Sarenarn.

 The undo reconciliation is the simplest form of redoing a reconciliation since you'll only have to do it at once. However, as mentioned by @MirriamM, if you're using a different QuickBooks Online (QBO) version, you can manually reconcile each transactions to undo them. You can follow the detailed steps provided above. 

Once you've unreconciled them, start doing the changes with the correct date on the new account. Afterwards, you can reconcile them again. 

Additionally, QuickBooks generates a reconciliaiton report for each session. To view, print or export the report, go through this article for your guide: How Do I View, Print, Or Export A Reconciliation Report?

Ping me over if you need further assistance with reconciliation. I'll always be right here to help.

Hi,

How do we change just the reconcilation date, the amounts are correct but just statement date entered is wrong.

Hi, is there other way to correct the year of a reconciled month without undo all reconciled transactions? 

I was able to fix an incorrect statement date by unreconciling the charges manually under the payment account in COA, then re-doing the reconciliation with the correct date and clearing all the previously cleared transactions. Unfortunately it doesn't look like we can edit or mass change the reconciliation. Frustrating for sure when it's such a simple error to make!