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whitmanholmesis-
Level 1

I would like to undo a reconciliation can you please advise how best to move forward with this?

 
1 Comment 1
IntuitAika
Intuit

I would like to undo a reconciliation can you please advise how best to move forward with this?

Hi whitmanholmesis-,

 

Thanks for posting in the Community! Let me share with you how you can manually undo a bank reconciliation.

 

  1. Go to Gear icon and select Chart of Accounts.
  2. Locate the bank account, and then click on View register or Account history.
  3. Locate and select the transaction to unreconcile.
  4. Under the check column, you will see an R.
  5. Keep selecting it until the box is blank to unreconcile the transactions.
  6. Click on Save.

 

Please note that you can use the filter option if you would like to undo multiple transactions on a specific period and on the Reconcile Status dropdown menu, select Reconciled

 

However, if you have an accountant that has a QuickBooks Online Accountant file, you can contact them as they have a special reconciliation tool which allows them to bulk undo an entire reconciliation

 

Feel free to drop a comment below if you need further assistance, we're here to help you. Have a nice day!