How to change reconcile ending date in Quick book online? or have any way to undo reconcile and do it again?

I can definitely help you correct your statement date in QuickBooks Online, @KieuOttley.

If you haven't completed the reconciliation, you can edit the statement ending date through these steps:

1. Click Accounting from the left toolbar.
2. Go to the Reconcile tab and select the bank account from the Account drop-down list.
3. Select the Resume reconciling button.
   
4. Click the Edit Info button located in the upper right-hand corner.
   
5. Change the Ending Balance and Ending Date.
   
6. Click Save.

Please note that the option above will no longer be available when the reconciliation is complete. To fix the end date, here are some suggestions to consider:

• Leave the date as it is, as it doesn't affect any balances and will not prevent you from future reconciliation.
• Manually undo the reconciliation and redo the same process with the correct date.

Check out our reconcile guide to learn more about the process: Learn the reconcile workflow in QuickBooks.

Let me know if you have other questions about this reconcile topic or anything QuickBooks related. I'll be more than happy to share additional insight and help whenever you need one. Cheers to a wonderful week. All the best!

Hi Jen,

But my reconcile is finish so in my book not show function " EDIT" anymore.  

I did the way you told me 

• Manually undo the reconciliation and redo the same process with the correct date.

But when I undo by manual. In reconcile summary not change. And have no way to go back to do it again.

Do have anyway to undo reconcile?

Hi there, @KieuOttley. 

Thanks for following up with us. 

If you don't mind my asking, do you mean when you manually unreconcile the account, your ending balance is the same as before? Is there a particular step you're having issues with during this process? If you can, please share as many details as possible. This way, I can ensure I get you back to business as quickly as possible. 

I'll be sure to keep an eye out for your reply and looks forward to chatting with you soon. Take care! 

Hi Tori,

When I do manual unreconciled transaction. Example for March statement( Just one transaction to checking $900) . My reconcile window show that your ending balance different $900 like picture I show you. 

Go over to reconciled summary. I still see march statement there and no way to get it way and do it again. I click all transaction in March before and nothing change so I click back . 

Do have any technical support and Team can login to may account and help change it

Thanks,

Thank you for the screenshot. Let's make sure we'll be able to fix your ending balance issue, KieuOttley.

Ideally, one of the most common scenarios wherein you encountered issues with your ending balance is when someone entered it incorrectly at the start of the reconciliation.  Once you reconcile an account, you usually compare transactions in QuickBooks with the ones on your bank statements. After everything is reviewed, the difference between the ending balance and your bank statement should be 0.00. Since your ending balance is showing differently, you can reach out to our support team so they can double-check what causing the issue. Here's how to reach them:

1. Click the (?) Help icon and enter Talk to a human (then type it again when prompted).
2. When asked by the bot, enter your concern. 
3. Select I still need a human, then proceed with Contact us or Get help from a human.
4. Choose either Chat or Callback.

For more information on how you can review and check the balances, you've entered. I've added this article for more details: Fix Issues At The End Of A Reconciliation In QuickBooks Online. 

Additionally, QuickBooks Online automatically generates a reconciliation report for every session. Learn how to view and print the report through this article: How Do I View, Print, or Export Reconciliation Report?

Feel free to let me know if you have any questions about your reconciliation. Remember, we're here to make sure that everything is taken care of. 

I just did the same thing and I cannot figure out how to fix this. Did you get a resolution to this problem?

Hi there, @Pmac12.

Changing or adjusting a reconciled transaction in Quickbooks Online (QBO) can change your starting balance for the next reconciliation.

Before making any changes, you must first remove the reconciled transaction's R status.

Here's how:

1. In QBO, go to the Accounting menu at the left pane to get to the Chart of Accounts.
2. Locate the reconciled account, then tick View register under Action column.
3. Find the expense transaction, then in the reconcile status column (indicated by a checkmark), repeatedly select the top line of the transaction to change the status (R for reconciled, C for cleared, and Blank for not reconciled or cleared).
4. Hit Save.

You can now make the necessary adjustments once the status is Blank.  Afterward, try to reconcile again.

I'll add these articles for future reference:

• Fix beginning balance issues if you've reconciled the account in the past QuickBooks Online.
• Resolve reconciliation differences.

Let me know how it goes by replying to this post. It is an honor to assist you today. Keep safe!

Hi there, @Pmac12.

Changing or adjusting a reconciled transaction in Quickbooks Online (QBO) can change your starting balance for the next reconciliation.

Before making any changes, you must first remove the reconciled transaction's R status.

Here's how:

1. In QBO, go to the Accounting menu at the left pane to get to the Chart of Accounts.
2. Locate the reconciled account, then tick View register under the Action column.
3. Find the expense transaction, then in the reconcile status column (indicated by a checkmark), repeatedly select the top line of the transaction to change the status (R for reconciled, C for clear, and Blank for not reconciled or cleared).
4. Hit Save.

You can now make the necessary adjustments once the status is Blank.  Afterward, try to reconcile again.

I'll add these articles for future reference:

• Fix beginning balance issues if you've reconciled the account in the past QuickBooks Online.
• Resolve reconciliation differences.

Let me know how it goes by replying to this post. It is an honor to assist you today. Keep safe!

Thanks, Bryan,

The starting and ending balances were all good. It was the ending date I put Feb 23 when it was Feb 22.

Following your instructions there does not seem to be a way to correct this.

I continued and reconciled March with no issue so I wonder if I even need worry about this?

Paul