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billing33
Level 1

How do i delete a bank reconciliation

 
3 Comments 3
JamesM
QuickBooks Team

How do i delete a bank reconciliation

Hi there, 

 

Sometimes it's necessary to undo your reconciliation and I'll be happy to steer you in the right direction.

 

If you're connected to an accountant in QuickBooks Online, your accountant can undo or delete completed reconciliations. If you're not yet connected to an accountant and this is something you'd like to explore, feel free to search for one in your area here: Find a ProAdvisor.

 

If you're not working alongside an accountant, you can undo a reconciliation by manually editing each transaction from the register. Follow the steps below to see how you can do this:

 

   1. Select the Gear icon on the Toolbar.
   2. Under Your Company, select Chart of Accounts.
   3. Locate the appropriate account for the transaction.
   4. From the Action column, select Account History.
   5. Identify the transaction to edit.
   6. In the reconcile status column (indicated by a check mark), repeatedly select the top line of the transaction to change the status of the transaction.

 

        Codes indicate the status of the transaction:
             - Cleared
             - Reconciled
             Blank - Not cleared or reconciled

 

   7. Select Save.
 

For additional tips on how to avoid undoing a reconciliation, take a look at this article: Avoid undoing a reconciliation. To see a more in-depth explanation of how to manually undo a reconciliation without an accountant, check out this article: How to unreconcile a transaction or undo a reconciliation.                   

 

Let me know if you have other questions. I'll be happy to help. Otherwise, enjoy the rest of week. :) 

Notworththemoneyyoucharge
Level 2

How do i delete a bank reconciliation

Hey Quickbooks.  The fact that you can't undo an entire reconciliation is complete garbage.  You should be ashamed of yourselves and fire every person involved with this decision.  

 

This is an issue raised by numerous users, and you yet you do nothing but sit on your thumbs.  Be prepared to lose another customer.  

JamesM
QuickBooks Team

How do i delete a bank reconciliation

Hi Notworththemoneyyoucharge. Thanks for taking the time to chime in on this. Your feedback is valuable and it's vital your voice is heard. I know how beneficial this feature is to you and I encourage you to send feedback to our product developers. You can do this by clicking the Gear icon and looking for Feedback. I'd be sad to see you go. It's important to me that we maintain the strong relationship we have. Feel free to ask questions, I got your back.

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