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-meditateincornw
Level 1

Hi, how can I view reconciled Split transactions and change them ?

 
1 REPLY 1
JamaicaA
QuickBooks Team

Hi, how can I view reconciled Split transactions and change them ?

We can access your register to review and modify the reconciled transactions directly from there, meditateincorn. I'm here to guide you through the procedure to ensure your accounts are balanced.

 

Altering reconciled transactions may lead to inconsistencies in your previous and upcoming period balances. I recommend consulting with your accountant before performing the measures below. If you don't have one, visit this page for our competitive professionals near you: Find a ProAdvisor.

 

To start, let's manually unreconcile each entry by removing the status. I'll show you how.

 

  1. Go to the Transactions menu on the left panel, then select Chart of Accounts.
  2. Locate the bank account from the list and click View register.
  3. Find the split transactions you want to change, then tap the R status in the checkmark ✔ column until the field is blank.
  4. Press Edit to make the necessary adjustments, then Save and close.
  5. Switch back to the R (reconciled) status, then Save.

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Once done, run a reconciliation report to verify if it displays the correct details.

 

Check out this article for more in-depth information: Undo or remove transactions from reconciliations in QuickBooks Online.

 

Keep these resources handy to learn how to address issues with your opening balance, as well as discrepancies:

 

 

It’s our pleasure to help you monitor your income and expenses as we strive to identify potential errors early. I’ll be here to respond to further questions regarding split entries.

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