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cflbakery
Level 1

How can delete reconciliation report

 
Solved
Best answer February 26, 2019

Best Answers
DarellA
QuickBooks Team

How can delete reconciliation report

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:

  1. Select the Gear icon.
  2. Under Your Company, select Chart of Accounts.
  3. Click on the account in question.
  4. From the Action column, select View Register (or Account History).
  5. Select the transaction to edit.
  6. In the reconcile status column (indicated by a check mark), repeatedly click on the box until it changes from "R" to blank.
  7. Select Save.

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. 

View solution in original post

8 Comments
DarellA
QuickBooks Team

How can delete reconciliation report

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:

  1. Select the Gear icon.
  2. Under Your Company, select Chart of Accounts.
  3. Click on the account in question.
  4. From the Action column, select View Register (or Account History).
  5. Select the transaction to edit.
  6. In the reconcile status column (indicated by a check mark), repeatedly click on the box until it changes from "R" to blank.
  7. Select Save.

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. 

View solution in original post

azim - Vancovuer BC
Level 2

How can delete reconciliation report

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

Anna S
QuickBooks Team

How can delete reconciliation report

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.

azim - Vancovuer BC
Level 2

How can delete reconciliation report

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.

Jovychris_A
QuickBooks Team

How can delete reconciliation report

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:

  1. Select the Gear icon and then select Chart of Accounts.
  2. Click on the account in question.
  3. From the Action column, select View Register (or Account History).
  4. Select the transaction to edit.
  5. In the reconcile status column (indicated by a checkmark), repeatedly click on the box until it changes from "R" to blank.
  6. Select Save.

 

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!

azim - Vancovuer BC
Level 2

How can delete reconciliation report

Thank you kindly.  

Kendra H
QuickBooks Team

How can delete reconciliation report

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!

azim - Vancovuer BC
Level 2

How can delete reconciliation report

Thank you.

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