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claudihofmaier
Level 1

How to undo reconciliation because of wrong year?

 
1 Comment 1
KlentB
Moderator

How to undo reconciliation because of wrong year?

I'll guide you on what to do when you reconciled an account by mistake, claudihofmaier.

 

If you want to completely start over, you'll need to invite your accountant to your company. The option to undo an entire reconciliation is only available in QBOA.

 

If you opt to perform this yourself, we'll have to manually unreconcile the transactions. Take note that even small modifications can unbalance your accounts. To minimize the effect of the changes, we can only do it one at a time. Here's how:

 

  1. Go to Bookkeeping.
  2. Choose Chart of accounts.
  3. Open your bank register, then locate the appropriate transaction.
  4. Select it to expand the view and review the Check column.
  5. Keep clicking the checkbox until it becomes blank.
  6. Hit Save.

 

unreconcile.PNG

 

Additionally, here are some resources that will help you resolve common reconciliation errors or problems:

 

 

Keep in touch with me if you need further assistance in accomplishing your other tasks in the program. I'll get back to ensure you're taken care of.