1. Why a new bank reconciliation may be blocked

In BrightBooks, you cannot start a new bank reconciliation for an account if any previous reconciliation for that account is still open.

This applies to:

• The most recent reconciliation, and
• Any earlier reconciliation that was never fully completed and marked as closed.

If at least one reconciliation is still open, BrightBooks will prevent you from starting a new one to protect the integrity of your reconciled balances.

2. What you need to check

If you find you can’t start a new bank reconciliation:

1. Open the list of bank reconciliations for that bank account.
2. Carefully review all reconciliations, not just the last one.
3. Look for any reconciliation with a status such as Open, In Progress, or Not Closed.
4. For each open reconciliation:
   • Complete the reconciliation (match and clear all relevant transactions).
   • Mark it as Closed.

BrightBooks will only let you start a new reconciliation for that bank account once all previous reconciliations are closed.

3. Practical tip

If you have a long history of reconciliations:

• Scroll through the full list to ensure there isn’t an older reconciliation left open by mistake.
• Once every reconciliation shows as Closed, you can proceed with your next bank reconciliation without issue.