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runjingwu
Level 1

I would like to delete previous two months' bank reconciliation, but the "Action" function only has print option. Would you please show me how? Thanks, Ivy

 
1 Comment 1
AddieC
QuickBooks Team

I would like to delete previous two months' bank reconciliation, but the "Action" function only has print option. Would you please show me how? Thanks, Ivy

Hi there, 

 

Thanks for reaching out to us here in the Community. I'd be happy to help you delete your last two months of bank reconciliations. 

 

Reconciliation is an important part of bookkeeping. Ensuring that everything's been recorded properly in your QuickBooks Online account means that you stay organized and on the right track. 


Undoing a reconciliation can be done by an accountant user. ProAdvisor accountants have the ability to undo your reconciliation with the click of a button. If you're not already connected to an accountant, you can connect with one in your area here: Find an Accountant.

 

If you're not interested in connecting with an accountant user, you can manually undo your reconciliations by changing the status of each individual reconciled transaction. Here's how to do that: Undo and remove transactions from reconciliations in QuickBooks Online.

 

This process may be a bit more time consuming, which is why it's recommended to go through an accountant for this process. 

If you have any other questions, please let me know. 


Have a great day.

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