How can I open a closed reconciliation in order to make a change?

Reopening a closed reconciliation becomes essential when a deleted entry causes discrepancies, Helen. Let me provide you with the necessary steps on how to do this.

Please note that undoing an entire reconciliation can only be performed by your accountant, who has access to QuickBooks Online Accountant (QBOA), as they have the necessary tools to carry out this action effectively.

I recommend consulting with your accountant before proceeding with any changes to ensure accuracy and compliance. Below are the steps on how to do it:

1. Go to the Transactions, then Reconcile.
2. Select History by account.
3. Choose the account you want to reconcile and the date range from the dropdowns.
4. Find the reconciliation on the list.
5. Click View report to open the Reconciliation report.
6. Review any discrepancies and changes your client wants to make.
7. Select the dropdown in the Action column and click Undo.
8. Hit Yes and then Undo to confirm.

If you don't have an accountant, you have the option to manually undo reconciled transactions yourself.

Once done, you can proceed to make the necessary adjustments and Reconcile the account again.

Furthermore, you can also see this article for guidance if you want to verify the accuracy of account balances: View a reconciliation report.

This process ensures that your financial records accurately reflect the true status of your bank accounts. Feel free to leave a comment below if you have further questions about reconciliation or any other QuickBooks concern. I'm here to help you.