Overview
There's a reason why reconciliations are normally undone. It's because a reconciliation should be the final sign-off of an account, saying these transactions are confirmed as matching an actual bank transaction. Changing the transaction after the fact would make the reconciliation no longer valid. You should not complete reconciliation with incorrect information, so DoorLoop doesn’t allow changing reconciled transactions after the fact, as this would break your financial records.
This is why if you try to edit a transaction that has been reconciled, you can't. You also can't edit the opening balance or the accounting start date on a bank account that has reconciliations on it. In order to edit any of this, you'll need to undo all your reconciliations up to the point where the transaction you want to edit is on. To edit the opening balance, you'll need to undo all reconciliations on the bank account.
The Steps
To undo a reconciliation, click Accounting on the main menu and then click Reconciliation.
On the Bank Reconciliation page, you'll see a list of all the reconciliations you have created for all your bank accounts. It is recommended to use the Account filter and filter the page to just show the bank account you will be undoing reconciliations on.
The next step is to undo your reconciliations, starting from the most recent one and working your back to the oldest one. To do this, click the 3 Dots next to the reconciliation you want to undo and then click Undo Reconciliation.
Repeat step 3 again to undo all the other reconciliations until you reach the point where you need to edit, or all of them if you are trying to edit your opening balance and accounting start date.
Once you make your edits, you can then go back and complete the reconciliation again for your bank account.
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