How do I change the beginning balance for a credit card account? It is off by about $100 and I cannot find the problem.

We'll help you change your credit card account's beginning balance so you can start reconciling in QuickBooks Online (QBO), david397.

Each time you start reconciling an account, you need to review the beginning balance to ensure the amount matches what's on your statement.

To fix your credit card account's beginning balance, we'll review the original opening balance. It's the starting point for accounts in QuickBooks. If it’s incorrect, it affects all future reconciliations. Here's how:

1. Go to Settings ⚙ and select Chart of accounts.
2. Locate the account and select View register.
3. Find the opening balance entry. Tip: Sort the date column to show the oldest entries first.
4. Select the opening balance entry.
5. Edit the date, then the amount. If needed, select Edit to make your changes.
6. Select Save.

Once you're done, start the reconciliation process. If you see a message about an incorrect beginning balance, review other things, such as your bank statement and downloaded transactions.

Additionally, you may want to use this guide anytime you need help doing or fixing a reconciliation in QBO: The reconcile workflow in QuickBooks.

Stay in touch if you have additional concerns or questions about reconciliation and managing credit card details in QBO. We'll jump right back to make sure you're taken care of. Have a good one.