I cannot enter any reconciling ending date, keeps giving me an error message. How do I fix this?

Hello there, mary.

I'll be sure to help fix the issue you encountered about entering any reconciling date in QuickBooks Online (QBO).

If you get your account isn't ready to reconcile yet error message when trying to reconcile in QuickBooks. This means that you have a beginning balance issue, which causes the following:

• Someone entered an incorrect opening balance when they created the account in QuickBooks.
• Someone added transactions that are older than the opening balance but didn't edit the original opening balance entry to reflect the change.
• Someone edited, deleted, moved, or unreconciled an already reconciled transaction. This changes the ending balance of your last reconciliation, which impacts the beginning balance of the next one.
• Someone manually reconciled a transaction, so it didn't show up on the next reconciliation.

To fix this, you can refer to this article for the complete process: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

However, if you didn't get the error message I mentioned above, can you tell me exactly the specific error message you encountered? That way, I can provide a more accurate answer based on your situation. A screenshot would also be helpful.

I'm leaving this article for future reference in doing and fixing reconciliation concerns: Learn the reconciliation workflow in QuickBooks.

Please tag me in the comment section below if you have follow-up concerns about reconciliations in QuickBooks. I'm always around to help you.

I am having the same issue I think and it is not a reconciliation error but a system error… it is not recognizing the date field as entered… the box remains red after I select the date from the pop-up calendar. And it does not give me an option to manually type in the date. I have cleared my cache. Closed and opened the site. And the error persists on other account reconciliations as well. I am working on an iPad on the desktop site. Please help!

Hello there, Four Wings.

We've received similar reports about being unable to change the reconciliation ending date on an iPad. I recommend contacting our Customer Support Team so they can add you to the list of affected users and get notified of updates. Here's how you can reach them:

1. Log in to your QuickBooks Online (QBO) account.
2. Click the Help button at the top right corner.
3. Go to the Search tab, then select Contact Us.
4. Enter a brief discussion of your concern and hit Continue.
5. Choose to Have us call you to connect with us.

Our customer support schedule for Plus, Essentials, and Simple Start users is from Monday to Friday, 6 AM to 6 PM PT, and Saturdays from 6 AM to 3 PM PT. If you are using the Advanced version, assistance is accessible 24/7.

In the meantime, you can use Firefox or Safari to reconcile your account. 

Lastly, I'll add this resource to help you fix reconciliation issues and edit your completed ones: Learn the reconcile workflow in QuickBooks.

This thread is open. Just add a reply below if you need further assistance regarding reconciliation in QBO. We're always here to help you out.

I’m having the exact same issue. When I enter 2/29/2024 as my ending date (using quickbooks online on my iPhone with the safari browser and also with the Firefox browser) I get a red error message instructing me to add the ending date. It won’t accept any date I try to enter and therefore this paid feature for my Quickbooks account is not working. Seems to be an error others are also experiencing. Is this being fixed? 

I apologize for any inconvenience that has been caused to you, Zebrok. Allow me to share some other steps to successfully enter the ending date for reconciliation in QuickBooks Online (QBO).

If you're unable to enter the end date in your QuickBooks Online using an iPhone with the Safari or Firefox browser, you can try using the Chrome version in reconciling accounts.

In the meantime, we can also refresh your data on your app to see the latest available information:

1. Go to the Menu ☰ icon, then select Help & Feedback.
2. Tap Refresh Data.
3. Click Refresh.

Let's also refresh your data on your iOS mobile device: 

1. Go to the Settings, then locate General.
2. Select iPhone Storage, then click the QuickBooks Online app.
3. Click Offload App.

This will free up the storage without deleting your app's documents and data. Then, let's uninstall and reinstall your QBO mobile app:

1. Tap and hold the app on your phone.
2. Drag the app to the Uninstall section.
3. Select Yes to confirm.

However, if the issue persists, you may reach out to the Support Team to further investigate. Our support representatives have the tools to determine the root cause of the problem.

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select Contact Us and choose a way to connect with us:

•   Start a chat with a support expert.
•   Get a callback from the next available expert.

You can contact us from Mondays to Fridays, 6 AM to 6 PM PT, and Saturdays, 6 AM to 3 PM PT.

Moreover, you may check out this article to learn how to get the latest updates on your business's finances by running a report: Run a Profit & Loss report using the QuickBooks Online app (iOS only).

Always know that you can come back to the thread and leave a comment below if you have further questions regarding reconciling or any QuickBooks-related queries. We're here to lend a hand. Keep safe.

Thanks. I did try chrome browser as well and I’m having the same issue. I will follow your directions for the other suggestions and will update accordingly.

I am having the exact same problem.  QBO on the iOS browser will not accept any date chosen with date picker in the reconcile screen 

Hi there, @jsobrato.

We understand the urgency of this matter and that this isn't the experience we want you to have when using QuickBooks Online (QBO) in the iOS browser. Upon checking here on our system, the investigation is still ongoing, and we don't have a specific time frame for the resolution. Rest assured, our engineers are already working on a fix, and you'll receive an update once it's available.

In the meantime, we recommend contacting our Customer Care Team so they can get your details and add you to the list of affected users. These are the steps:

1. Sign in to your QuickBooks Online company.
2. Select Help (?).
3. Select either tab to get started:

• Assistant: Get quick, personalized answers. Select a suggested option, or type a question or topic you need help with. If you need further help, you can still Talk to a human.
• Search: Search the QuickBooks Online knowledge base directly, or select Contact Us and choose a way to connect with us:
  • Start a chat with a support expert.
  • Get a callback from the next available expert.

Feel free to check this article for more details: QuickBooks Online Support.

For future reference, read through this article: Learn the reconcile workflow in QuickBooks. It includes different scenarios and links with a step-by-step guide on how to resolve them. 

Feel free to post your reply if you have more concerns about bank reconciliation. We're always delighted to assist. 

This is still a problem that needs to be fixed.  I did contact support and the person I spoke to had no idea this was even a problem, couldn’t find where it was even reported, couldn’t help me solve my issue.  Really bad experience with support.  Person couldn’t forward the problem to Level 2 because they can’t “screen share” with an iPad.  This is unacceptable and needs to be resolved asap. I can’t reconcile any of my accounts without being on a PC.  

Thank you for raising your concern here, @RRoessler.

I see the importance of reconciling your transactions utilizing your iPad. Also, we appreciate your effort in contacting our support to find a solution for this.

The investigation about the inability to reconcile your QuickBooks Online (QBO) using an iPad is closed. A recommended workaround is to log in to your account via Firefox or Safari and perform the reconciliation there.

Since the issue persists on your end, I recommend contacting the QBO Care Team again. They can create another investigation about the inability to reconcile using an iPad, collect data on why some users still experiencing this, and find a fix.

You can check this article on what to perform after reconciliation: Learn the reconciliation workflow in QuickBooks.

Never hesitate to reply to this post if you have additional concerns about reconciling your accounts. I'll be willing to lend a hand. Have a good one.

I am having the exact same issue on my iPad as mentioned below by others as of today 05/23/2024 and it is frustrating that intuit has not resolved this system error when so many users are facing the same issue. Please resolve this system error now. This is such a waste of time.

Quickbooks is going to tell you that Firefox works for reconciling.  It works but I’m a Google Chrome user almost exclusively.  I feel your pain and they need to make the changes to get all web browsers to work.  It just makes sense and there are all these users telling them how aggregating this is.  

What’s worse is that their 1st level support doesn’t even know this issue exists and will walk you through all the scripted troubleshooting (can’t share screens with an iPad) that does nothing but frustrate the caller/user.  

Your time is valuable to us, and we're committed to ensuring a smooth experience for you and all our users, @anantd2002.

I want to inform you that the investigation about the inability to change the reconciliation ending data on an iPad is already closed. 

Since you're still encountering the same issue, I recommend reaching out once more to our QuickBooks Online Support Team. They can open a new ticket specifically addressing this reconciliation problem and work towards finding a solution. Here's how you can contact them:

1. Log in to your QuickBooks Online company.
2. Click the Help button at the top right corner.
3. Navigate to the Search tab and select Contact Us.
4. Provide a brief description of your concern and click Continue.
5. Select Have us call you to get in touch with us.

In the meantime, we suggest accessing your account using alternative browsers such as Firefox or Safari to perform the reconciliation.

For year-end reconciliations, it's important to keep a few things in mind. You can find helpful tips and additional guidance in this article: Tips for year-end reconciliation in QuickBooks Online.

If you have any further concerns or questions regarding reconciling your accounts, please feel free to reach out. I'm here to assist you every step of the way. Take care.

I can’t believe the investigation is closed when most of these posts are current to 2024.  Obviously there is an issue and it needs to be resolved.  

I’m also going to reiterate that 1st level support has NO IDEA THIS IS AN ISSUE so callers are just going to be more frustrated.  I spent almost an hour with a first level support person and eventually just dropped the chat because it was getting me no where. 

It is ridiculous that a company like intuit closed the ticket on an issue with iPad reconcile date button without resolving the issue in the software/ their system especially when the community using the very same platform has been complaining that the date button does not work. To be told by a QuickBooks team member that I should call QuickBooks and get another ticket opened is preposterous and ridiculous. Guys this is 2024 when we expect the experience of using any of the major browsers (safari / chrome) to be seamless. Why is intuit so outdated in its technology support? Intuit is not delivering on its brand promise and that is just not acceptable. Can someone responsible at Intuit please get involved and support their customers who are asking for a very basic support with their platform. Very disappointed with the solution being offers by their level 1 support. If the level 1 tech can read, they should know better than asking me to contact customer service. It is NOT an issue ONLY at my end. Listen to your customers complaining about this very issue and fix INTUIT system / platform. Someone at INTUIT - PLEASE HELP.