Reopen a Reconciliation Statement

Under rare circumstances, you may need to edit a transaction your firm either cleared or included on a closed reconciliation statement. To do so, you must reopen the statement.

You can reopen a reconciliation statement for any bank account type.

Reopen a Reconciliation Statement

To reopen a reconciliation statement:

1. From the left navigation panel, click Accounting.
2. From the Accounting left navigation, click Bank.
3. On the Bank screen, double-click the bank, or single-click it to highlight it, and then from the toolbar, click Details.
4.  From the Banks left navigation, click Reconciliation. 
5. On the Reconciliation screen, single-click the statement you want to open, and then from the toolbar, click Delete > Reopen Statement.
   The Reopen Reconciliation message reads: Are you sure you want to reopen this reconciliation?
6. Click Yes.
   The reconciliation statement’s status updates to Open.
7. Click OK.