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leanne-speaklife
Level 1

How do I turn off automatic reconciliation

 
1 Comment 1
RheaMaeH
QuickBooks Team

How do I turn off automatic reconciliation

Thank you for reaching out about automatic reconciliation in QuickBooks Online (QBO), Leanne. I appreciate your inquiry and understand your desire to have more control over the reconciliation process. I'm here to clarify how this feature works in QuickBooks and to guide you in managing it effectively.

 

Bank Reconciliation is an essential process that involves matching your actual bank and credit card statements with the corresponding transactions recorded in QBO. While automatic reconciliation isn't possible, it's up to you to decide whether or not to reconcile your accounts. However, we strongly recommend reconciling your accounts regularly to ensure your financial records are up-to-date and accurate. 

 

Since QBO doesn't offer an option to disable automatic reconciliation, could you please clarify your concern? Are you referring to undoing a transaction from a previous reconciliation, or do you want to prevent the automatic categorization of transactions?

 

If you would like to undo a previously reconciled transaction, here’s how:

 

  1. Go to the Gear icon and select Chart of Accounts.
    image.png
  2. Find the account holding the transaction and click Account history.
    image (1).png
  3. Select the transaction you want to unreconciled to expand the view.
    image (2).png
  4. In the reconcile status column (indicated by a checkmark), repeatedly click the box until it changes from to blank.
  5. Then select Save.
    image (4).png

 

If you configure Bank rules, the system will automatically categorize your transactions. To disable or delete them, please follow these steps:

 

  1. Go to Transactions in the left panel and then select Rules.
  2. Look for the rule, then click the drop-down arrow beside Edit.
  3. Click Disable or Delete and Yes to confirm.
    image (5).png

 

However, if you refer to something else, please provide more details so I can offer a more accurate solution tailored to your needs.

 

Furthermore, you may refer to this article if you encounter issues with your beginning balance during subsequent reconciliations, as it will help ensure the accuracy of your ongoing financial records: Fix problems with your beginning balance for accounts you've reconciled before.

 

I hope this information helps clarify the reconciliation process in QBO, Leanne. Remember, while we can't completely turn off reconciliation, let's adjust how transactions are handled. If you have any further questions or need assistance, please don't hesitate to ask. Your financial accuracy is essential t to us, and we're here to support you every step of the way. Thank you for choosing QBO for your accounting needs.