How Can I Edit a Bank Reconciliation?

How Can I Edit a Bank Reconciliation?

Sometimes while creating Bank Reconciliations you may make a mistake, confuse one transaction for another, and have to go back to update.

If you need to make any changes to an existing reconciliation, you can do so by
  1. Going to the Reports tab of the Accounting section
  2. Select the Account Reconciliation Report

  3. This will show you a list of past reconciliations for each bank account. You can edit any report already saved by clicking on the pencil icon.

  4. From here, you can update the ending balance/date, or change the cleared status of any transactions.

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