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Thank you for posting here on the Community page, bevc. Let me lay down some information about changing the date for your reconciled transaction for the month in QuickBooks Online.
If your reconciliation for the month is not done yet, we can edit its date by following the steps below:
However, we can manually undo reconciled transactions at a time, to undo all the transactions, by clicking the R status. This way, all the transactions are removed from the reconciliation page. Once done, you need to reconcile your account again.
Follow the steps below:
Furthermore, we require assistance in reversing a reconciled transaction for the entire month or year, as we are currently unable to perform this action in QuickBooks Online. Only accountants have access to the necessary tools to undo the entire reconciliation.
Moreover, you will need an easy way to undo the reconciliation and change the year date if you have already concluded the process, only QuickBooks Online Accountant has the Undo feature. I would advise bringing your accountant in to undo the whole reconciliation period.
Here's how:
If you run into any mistakes when reconciling your accounts, the article will show you how to repair them: Fix issues at the end of a reconciliation in QuickBooks Online.
If you need any additional help with reconciliation, ping me over. I'll always be available to assist.
For whatever it is worth, I followed the instructions and changed each transaction from R to C. Then, I went back in and reconciled and I am back on track. In my case, I accidentally selected 8/9/24 instead of 8/9/23, even though I only used transactions from 2023. Not sure exactly how this posting works, but hoping a 2nd example from someone may help someone else. Thank you.
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