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Reconciliation Question

I would like to start over on a reconciliation.  How do I do that?

1 Comment
Moderator

Re: Reconciliation Question

Hi rks_schultz,

 

I can help you start over a reconciliation.

 

To undo an entire reconciliation, you must manually edit each transaction.

 

Here's how:

  1. Click Accounting on the left pane, then choose Charts of Accounts.
  2. Locate the account and click View register.
  3. Locate the transaction and the repeatedly click the box under the  column (see the screenshot below).
  4. Codes indicate the status of the transaction:

        C - Cleared
        R - Reconciled
        Blank - Not cleared or reconciled

  5. Click Save.

image.png

 

If you have too many transactions to edit and you're connected to an accountant in QuickBooks Online, you can ask your accountant to undo the reconciliation for you.

 

That's it. I’d be glad to help some more if you have other questions about reconciliation or in QuickBooks Online. Have a great day.