If you are just starting and have no experience using tech then QuickBooks would be our first choice. Though there may at times remain a lot of complexities, we have seen people struggling with minor issues. How to change reconciliation date in QuickBooks Online remains one of them.
With an easy-to-use interface, QuickBooks is a highly recommended platform for newbies. Since the program is easy to use, thus with our easy-to-follow guide, you should face no issues.
How to Change Reconciliation Date in QuickBooks Online with Ease?
In the program, you have the privilege to change the date of your transactions. Thus, if you have wrongly entered dates in QuickBooks be it an entry related to customers, vendors, or simply a reconciled entry then you can change it according to your preferences. If you don’t already know how to do that, then the following steps will help you to change reconciliation date in QuickBooks Online.
QuickBooks as an accountant
If you are using QuickBooks as an accountant or have invited yourself as an accountant then here are the steps you would need to follow:
- Launch QuickBooks company file.
- Click on the settings tab on the top navigation panel.
- From the drop-down section, choose the reconciliation icon.
- Choose the account for which you want to change the dates for your reconciled entry.
- Navigate to the reconciled entry you want to edit.
- Click on the Undo tab. This will open up an edit menu.
- Redo your reconciled transaction and alter the dates.
- Click save and your transaction will once again be put on records.
Using QuickBooks as normally
If you are not using QuickBooks as an accountant then:
- Head over to the Bank registers tab within your top navigation panel.
- Click on the R options.
- Continue pressing the R button until your transaction disappears.
- This will be a manual process and will be repeated for each reconciled transaction.
How to Change Dates in QuickBooks
Though this may be a little off-topic as it doesn’t relate to reconciliation, we want to make sure that you know how to change dates, be it an entry. If you have ever faced issues and want to change the dates of entries related to your customer or vendor, then follow the steps here:
Customer transaction dates:
If you have wrongly entered a transaction relating to your customer then here is what you can do about it.
- While having your QuickBooks logged in, choose the customers tab from the top panel.
- From the dropdown list choose the transactions tab.
- Choose the type of transaction, you would like to edit, be it sales, bank charges, invoices, etc.
- Double-tap on the entry you want to modify provide the relevant data and click the save button.
- Your changes will be reflected in real-time.
Vendor transaction dates:
If you have any vendor-related transaction for which you want to change dates then the process will be the same as above. Here are the detailed steps, if you still want them:
- From the top panel, click on the vendor tab.
- Choose a vendor center from the predefined list.
- From the dialogue box that opens up, choose vendors and click over the vendor whose entry you want to modify.
- Right-click on the vendor and choose Edit the transaction.
- Click on the date field and choose the relevant date for which you want to pass an entry.
- Choose the save your preferences and your changes will be reflected.
Hope you are now able to fix your query. If you are still facing trouble on how to change reconciliation date in QuickBooks Online then we would suggest giving us a call. Our QuickBooks expert consultant remains available 24/7 to take your calls and sort out your issues.
