Hi, our bank account has never been reconciled in Quickbooks since 2021 - how do I change the start date to this tax year?

Hi @liza-careandcomp, if you're reconciling the account for the first time, the start date and amount should be the balance of your real-life bank account on the day you decided to start tracking transactions in QuickBooks.

If you connected your bank account in QuickBooks, this usually automatically downloads transactions and enters the opening balance for you. If this wasn't automatically downloaded and you forgot to enter an opening balance in the past, you can create a journal entry posting to the bank account and the Opening Balance Equity or Retained profit balance forward account. For the full steps on recording an opening balance in QuickBooks Online, click here. Thanks!