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Forum Post: RE: How to clean up old Credit Card Transactions in the Reconciliation screen

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When I see a situation like this, I just check off all OLD data. You have to clear them out. You might as well clear out the deposits too. Then start reconciling the first open period of the current year. Remember, you cannot change last years information if a tax return was filed. When you are done clearing the first months transactions, move to the next month. Do not adjust the GL balance if you are out of balance at this time. When you reconcile 3 months and have the same un-reconciled balance it is now time to make an adjustment to the beginning balance. If you have more questions about reconciling your account, I do offer an online course on reconciling. It is coming up soon. www.bestbusinessstrategies.com/.../288-RA-Reconcile-Accounts.html Good Luck! Shirley

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