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hello-francispsy
Level 1

I would like to delete all of the reconciliation reports I did yesterday and just redo all the reconciling. I made some errors and not the reports show changes. Pls help

 
1 Comment 1
JamesM
QuickBooks Team

I would like to delete all of the reconciliation reports I did yesterday and just redo all the reconciling. I made some errors and not the reports show changes. Pls help

Hi hello-francispsy,

 

Mistakes like that are inevitable and it's okay because QuickBooks makes it simple to correct them. I'll be happy to give you a hand with this so you can get your work done without interruptions.

 

It's important to note that in order to undo an entire reconciliation, you must edit each transaction. 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. If you don't have one, I recommend searching for a QBO accountant in your area using our website here. Once you're on the website, enter your postal code and hit search. You'll get a list of results with professionals.

 

Here are the steps to unreconcile individual transactions:

  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 View Register (or 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:

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

    7. Select Save.

 

There you go! You now know how to unreconcile a transaction in QuickBooks. In case you need further assistance, don't hesitate to reach back to me in the comments. I got your back. 

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