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Join nowGood day, @cflbakery.
Currently, there isn’t an option to delete a reconciliation report. As a workaround, we can manually undo each transaction in that reconciliation report.
Here’s how:
To add, you can seek help from your accountant and get your reconciliation undone. If you already have an accountant added to your account, he/she can undo your reconciliation for you.
Please feel free to read this article for more details: How to Unreconcile a Transaction or Undo a Reconciliation.
Don’t hesitate to post again if you have any other concerns.
Good day, @cflbakery.
Currently, there isn’t an option to delete a reconciliation report. As a workaround, we can manually undo each transaction in that reconciliation report.
Here’s how:
To add, you can seek help from your accountant and get your reconciliation undone. If you already have an accountant added to your account, he/she can undo your reconciliation for you.
Please feel free to read this article for more details: How to Unreconcile a Transaction or Undo a Reconciliation.
Don’t hesitate to post again if you have any other concerns.
I want to start fresh and delete the last three conciliation reports. How can I do that?
I have already marked each of the transactions in Chart of Accounts, under chequing, as un reconciled.... the space has been left blank.
How do I go back and start a new reconciliation from January 2020?
Thanks, Azim
Good evening, @azim - Vancovuer BC.
I hope you're having a successful week so far. Thank you for providing an update on deleting your reconciliations.
Since you manually unreconciled your transactions, you can go to the Accounting tab, choose Reconcile, and start your reconciliation from January 2020.
However, if QuickBooks still recognized your transactions as reconciled, then you'll need to get in touch with your accountant. They'll be able to undo all the reconciles so you can truly have a fresh start with your books. The articles provided by my colleague @DarellA above will give you more information on the accountant features.
Feel free to reply below if you have any other questions or concerns. I'm always here to lend a helping hand.
Thanks for your suggestions. I do not use an account nor do I need one. Is there a way to delete them without an accountant. Can I be an account and go in myself? Thanks again.
Thanks for your prompt response, @azim - Vancovuer BC.
Right now, the option to delete the reconciliation reports is unavailable. Alternatively, we can manually undo each transaction in that reconciliation report.
This way, the reconciled transactions will be removed from the completed reconciliation.
Here’s how:
For more details about unreconciling and removing an individual transaction from a completed reconciliation, you can refer to this article: Undo and remove transactions from reconciliations in QuickBooks Online.
Please feel free to tag me (@Jovychris_A) if you need further assistance. I'll be around to help. Stay safe and well!
Thank you kindly.
Good afternoon, @azim - Vancovuer BC.
I'm glad to hear the suggestion made by my colleague was able to resolve your issue.
Please know if you have any more questions or concerns, I'm always here to help. Have a safe and productive rest of your day!
Thank you.