How Can I Edit a Bank Reconciliation?

  • Updated
While creating Bank Reconciliations you may make an error and have to go back to update.
To make changes to an existing reconciliation;
  1. Navigate to the Accounting section and click on the Reports tab.

  2. Select the Accounting Reports filter or scroll down and select Account Reconciliation.


  3. A list of past reconciliations for each bank account displays. You can edit any report already saved by clicking on the edit icon.

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

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