Thanks for you fast response! Since it is after 8 pm on a Friday I will have to wait until Monday to deal with this further, if I decide to get assistance. Maybe I will just leave the errors and the accountant who deals with the reports and year-end can deal with it outside of Quickbooks. Although I hate errors so will probably try to correct everything.
From what you have said, it sounds like the entries that need editing are deleted from the reconciliation and then readded after the revisions. I reread the documents in your responses and editing a tax category is not really a lengthy topic of conversation.
I am still unsure about how the deleted entries get returned to the reconciliation with the accurate tax info.
I am not sure I want to reconcile anything again, it is too stressful to revise the data after that point in time, if inaccuracies are found or editing needs to be completed. Quickbook users who have a Quickbook accountant are fortunate that they have an easy fix, the undo button as well as support. I know the owner is not planning on changing his accountant so I need to look after this myself.
I did find your info on how to do a reconciliation helpful and it was a stress free, easy experience compared to editing a tax error after a reconciliation, lol! Thanks again for all the links, I have reread them all again and am glad that I am not dealing with a balancing issue.
I did read another article called "Avoid undoing a Reconciliation." The last paragraph said NOTE: when a transaction is marked cleared in the register, it has a checkmark in the reconciliation screen. That surprised me! I thought if we cleared it in the register that the checkmark would be gone and that it would need to be rechecked after revisions were made. I am looking forward to learning more and getting the corrections completed.
Tomorrow I will be researching and reading about another situation I need to deal with - a duplicate VISA payment to the bank register, only one payment downloaded from the bank. I have no idea what I did that caused it to duplicate which is the most concerning thing to me. I have printed QB articles that I hope will tell me it is easier to deal with than a tax revision, lol! Thanks again!
