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Level 3

Change the transaction date to backdate in the previous month the balance of which was reconciled

Hi guys, 

Hope everything is well. 

I have a question that I actually wrote in the name of the topic. How can I change the transaction date to backdate in the previous month the balance of which was reconciled? I just want to understand the consequences of such actions because I suppose I need to be careful. 

Thank you so much and stay safe! 

3 Comments
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Moderator

Change the transaction date to backdate in the previous month the balance of which was reconciled

Hey there, @fpbinvestor123.

 

Happy to provide some insight into your question about changing the date on a reconciled transaction. If you were to change the date on a reconciled transaction, it would change that month's reconcile totals and will throw off any reconciles thereafter. I recommend if you find an error to manually unreconcile the whole month that the transaction was in and re-do the reconcile to keep your reconcile balances and ensure future reconciles go smoothly.

 

If you want to learn more about reconciles, I recommend checking out: Reconcile an account in QuickBooks Online

 

Let me know if you have any additional questions and I'll be here to answer them. Have a good one!

Highlighted
Level 3

Change the transaction date to backdate in the previous month the balance of which was reconciled

Hi Michael, 

Thank you so much for the answer but I suppose I didn't explain correctly, I meant for example that I want to change the date of the transaction from January 2020 to December 2019, and my December 2019 already reconciled but January still not. This transaction will be in QB register in December but in fact, it will be in January according to the bank statement. 

Thank you

Highlighted
Moderator

Change the transaction date to backdate in the previous month the balance of which was reconciled

Hello there, fpbinvestor123,

 

Yes, you can change the date of the transaction. You can directly go to the bank register. Just open the transaction and change the date. If ever the status changes, you can change it back manually to reconciled.

 

In the reconcile status column, repeatedly select the top line of the transaction to change the status.


- Cleared
- Reconciled
Blank - Not cleared or reconciled

 

Here are articles for your reference:

Stay in touch with me if there's anything else I can help you with.

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