How do I fix the wrong ending date on a reconciliation I already completed in QuickBooks Online?You can't edit the ending date on a reconciliation that's already finished, so the fix is to undo that reconciliation and redo it with the correct date. Whole-period undo is available to a Primary Admin or anyone with the In-house accountant role right within standard QuickBooks Online. You don't need an accountant for this anymore with the new update. If none of those roles are available, you un-reconcile the affected transactions one at a time in the register instead. Here are all three paths.Fastest: if you're the Primary Admin or have the In-house accountant role (standard QuickBooks Online)Go to All apps, then Accounting, then Reconcile.Select History by account.Choose the account and date range.Find the reconciliation, and from the Action column select the dropdown, then Undo.Select Yes, then Undo to confirm.If your accountant has QuickBooks Online Accountant access to your booksOpen the client's Reconcile page and find the reconciliation in the history.Select Undo for that period and confirm. See Undo a client's reconciliation in QuickBooks Online Accountant.If neither role or access is available: unreconcile manuallyGo to All apps, then Accounting, then Chart of accounts, find the account, and select View register.In the checkmark column, click each transaction from that statement so the R changes to blank, then Save. See Undo or remove transactions from reconciliations in QuickBooks Online.Reconcile again with the correct dateStart a new reconciliation, enter the correct ending balance and ending date from your statement, then check off the transactions and finish. See Reconcile an account in QuickBooks Online.To confirm, open the reconciliation report and check the dates and balances.One caution: if you reconciled later statement periods after this one, unreconciling now can change the beginning balance of those later periods. Work from the earliest affected period forward, or ask your accountant to help, so you don't trade one date problem for a balance discrepancy.Official sources drawn from:Undo or remove transactions from reconciliations in QuickBooks OnlineUndo a client's reconciliation in QuickBooks Online AccountantReconcile an account in QuickBooks OnlineView, print, or export a reconciliation report in QuickBooks Online

Solved

How do I fix the wrong ending date on a reconciliation I already completed in QuickBooks Online?

Forum|Forum|1 year ago
March 18, 2025
3 replies
399 views

No text available

QuickBooks Online

Best answer by Emma_P

How do I fix the wrong ending date on a reconciliation I already completed in QuickBooks Online?

You can't edit the ending date on a reconciliation that's already finished, so the fix is to undo that reconciliation and redo it with the correct date. Whole-period undo is available to a Primary Admin or anyone with the In-house accountant role right within standard QuickBooks Online. You don't need an accountant for this anymore with the new update. If none of those roles are available, you un-reconcile the affected transactions one at a time in the register instead. Here are all three paths.

Fastest: if you're the Primary Admin or have the In-house accountant role (standard QuickBooks Online)

Go to All apps, then Accounting, then Reconcile.
Select History by account.
Choose the account and date range.
Find the reconciliation, and from the Action column select the dropdown, then Undo.
Select Yes, then Undo to confirm.

If your accountant has QuickBooks Online Accountant access to your books

Open the client's Reconcile page and find the reconciliation in the history.
Select Undo for that period and confirm. See Undo a client's reconciliation in QuickBooks Online Accountant.

If neither role or access is available: unreconcile manually

Go to All apps, then Accounting, then Chart of accounts, find the account, and select View register.
In the checkmark column, click each transaction from that statement so the R changes to blank, then Save. See Undo or remove transactions from reconciliations in QuickBooks Online.

Reconcile again with the correct date

Start a new reconciliation, enter the correct ending balance and ending date from your statement, then check off the transactions and finish. See Reconcile an account in QuickBooks Online.
To confirm, open the reconciliation report and check the dates and balances.

One caution: if you reconciled later statement periods after this one, unreconciling now can change the beginning balance of those later periods. Work from the earliest affected period forward, or ask your accountant to help, so you don't trade one date problem for a balance discrepancy.

Official sources drawn from:

T

TimotiSbr

Once a reconciliation is completed in QuickBooks, you can’t directly change the ending date. However, you can undo and redo the reconciliation with the correct date.

Go to Accounting -> Reconcile, select the account, and choose Undo Last Reconciliation (if you’re an admin).

E

EmaicaD

QuickBooks Team

To update the ending date of the account you have already reconciled, you'll need to manually undo the reconciliation of each transaction of an account, Lori. I'll provide you with the steps.

Here's how to manually undo reconciled transactions of an account:

Go to Transactions, then Chart of Accounts.
Select the account that you will undo the reconciliation to put the correct ending date.
Click View Register.

4. Under the column of a checkmark, you can see the R which means reconciled. Click the R, then change it to blank to undo.

5. Click Save.

Here's an article to reference on the steps I've provided above: Undo or remove transactions from reconciliations in QuickBooks Online.

Additionally, if you have an accountant, you can share this link for them to undo the reconciliation for you: Undo a client’s reconciliation in QuickBooks Online Accountant.

After unreconciling the account, you can now begin to reconcile again and successfully put the ending date for the efficiency and accuracy of the transaction of each account.

After reconciling, you can view, print, or export a reconciliation report in QuickBooks Online to further check the accuracy of your account.

If you wish to manage efficiently your account in QuickBooks Online, you can always consult to our QuickBooks Live Expert Assisted as they have the best knowledge and experience to share with you.

If you have any further questions or need assistance as you manually undo reconciliations or update your ending dates in QuickBooks Online, feel free to reach out for help. We look forward to helping you manage your accounting needs effectively.

Emma_P

Answer

Community Manager

How do I fix the wrong ending date on a reconciliation I already completed in QuickBooks Online?

You can't edit the ending date on a reconciliation that's already finished, so the fix is to undo that reconciliation and redo it with the correct date. Whole-period undo is available to a Primary Admin or anyone with the In-house accountant role right within standard QuickBooks Online. You don't need an accountant for this anymore with the new update. If none of those roles are available, you un-reconcile the affected transactions one at a time in the register instead. Here are all three paths.

Fastest: if you're the Primary Admin or have the In-house accountant role (standard QuickBooks Online)

Go to All apps, then Accounting, then Reconcile.
Select History by account.
Choose the account and date range.
Find the reconciliation, and from the Action column select the dropdown, then Undo.
Select Yes, then Undo to confirm.

If your accountant has QuickBooks Online Accountant access to your books

Open the client's Reconcile page and find the reconciliation in the history.
Select Undo for that period and confirm. See Undo a client's reconciliation in QuickBooks Online Accountant.

If neither role or access is available: unreconcile manually

Go to All apps, then Accounting, then Chart of accounts, find the account, and select View register.
In the checkmark column, click each transaction from that statement so the R changes to blank, then Save. See Undo or remove transactions from reconciliations in QuickBooks Online.

Reconcile again with the correct date

Start a new reconciliation, enter the correct ending balance and ending date from your statement, then check off the transactions and finish. See Reconcile an account in QuickBooks Online.
To confirm, open the reconciliation report and check the dates and balances.

One caution: if you reconciled later statement periods after this one, unreconciling now can change the beginning balance of those later periods. Work from the earliest affected period forward, or ask your accountant to help, so you don't trade one date problem for a balance discrepancy.

Official sources drawn from:

How do I fix the wrong ending date on a reconciliation I already completed in QuickBooks Online?

Fastest: if you're the Primary Admin or have the In-house accountant role (standard QuickBooks Online)

If your accountant has QuickBooks Online Accountant access to your books

If neither role or access is available: unreconcile manually

Reconcile again with the correct date

How do I fix the wrong ending date on a reconciliation I already completed in QuickBooks Online?

Fastest: if you're the Primary Admin or have the In-house accountant role (standard QuickBooks Online)

If your accountant has QuickBooks Online Accountant access to your books

If neither role or access is available: unreconcile manually

Reconcile again with the correct date

Sign up

Login with SSO

Let's get you signed in

Login with SSO