Home Reconciliation How do I copy an existing reconciliation?

How do I copy an existing reconciliation?

Last updated on Sep 10, 2026

Short Answer: Open the reconciliation's action menu and choose 'Copy reconciliation' — the copied reconciliation opens on the 'Copy reconciliation' page default name shown as 'Amazon (Copy)'.

PreRequisites

  1. Signed in to Cointab.

  2. You are viewing the reconciliation you want to copy.

  3. Permission to view the reconciliation.

Steps

  1. Open the reconciliation's action menu that lists options such as 'Share', 'Copy reconciliation', 'Delete records', 'Delete report'.
    The action menu with 'Copy reconciliation' appears.

  2. Click 'Copy reconciliation' in the action menu.
    The 'Copy reconciliation' page opens.

  3. Review the prefilled 'Reconciliation name' field example: 'Amazon (Copy)' and edit it if needed.
    A new reconciliation name is entered in the 'Reconciliation name' field.

  4. Select a 'Period' by clicking the 'Select month/year' field and choosing the desired month/year.
    The chosen period is displayed in the 'Period' field.

  5. Adjust the reports and files on Side A or Side B as needed. Use '+ Add more files to Amazon', '+ Add more files to Books', or '+ Add report'.
    Reports and files shown on the page reflect your updates.

  6. When ready, click 'Run reconciliation' in the top-right to start the copied reconciliation.
    The reconciliation run is initiated.

Troubleshooting

  1. 'Copy reconciliation' is not visible in the action menu.
    LikelyCause: You may not be viewing the reconciliation's action menu or you lack permission.
    Action: Open the same menu listing 'Share', 'Copy reconciliation', etc. If the item still doesn't appear, check with an admin for access.

  2. The copied page shows the default name e.g., 'Amazon (Copy)' but you want a different name.
    LikelyCause: Default copy naming is applied automatically.
    Action: Edit the 'Reconciliation name' field on the 'Copy reconciliation' page before running.

  3. Clicking 'Run reconciliation' does not start a run.
    LikelyCause: Required fields for example, 'Period' may be empty or needed reports/files are missing.
    Action: Select a 'Period' and ensure each side has the intended reports/files, then try 'Run reconciliation' again.

Note: The 'Copy reconciliation' page shows the copied reports e.g., Amazon on Side A and Books on Side B. Update files and report names on this page before running.