Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Need help with 1099's or other Year End topics? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How to reset the reconciliation report

 
2 Comments
Level 6

How to reset the reconciliation report

Hi @protile8 , To undo reconcile transaction you could begin with select "Registers" from the Banking menu, and then select the account from the Register Name drop-down menu. Click the transaction you want to unreconcile, and then delete the "R" at the top of the transaction to change its status to unreconciled. If you plan to unreconcile all of the transactions for a period, it may help to first print a list of reconciled transactions using the Reconcile option from the Banking menu. Then you could have a report before reconcile. Comment back, cheers.

Moderator

How to reset the reconciliation report

I'm happy to have you here, protile8.

 

I can guide you through the steps on how to reset or undo reconciliation in QuickBooks Online (QBO).

 

Here's what you'll need to do:

 

  1. Go to the Accounting menu. Then, select Chart of Accounts.
  2. Find the account and select View register.
  3. Select the transaction you want to unreconcile.
  4. Click the box and keep clicking it until the box is blank. This removes the transaction from the reconciliation.
  5. Select Save.

Feel free to read through this article for the entire process on how to undo reconciliation: How to Unreconcile a Transaction or Undo a Reconciliation

 

Once done, you can run the Reconciliation Report. I'm sharing the instructions on how to pull it up below:

 

  1. Go to the Reports menu.
  2. Enter Reconciliation Report on the search field.
  3. Choose the Report period. From the Action column, click View report.
  4. If you want to print the report, you can click the Printer icon located at the upper right part of the report.

 

To complete your reference, please visit this article on how to view, print, or export a reconciliation report in QBO.

 

Should you have anything else you'd like to go over, feel free to reach out to us again. I'm always here to assist you further.

Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up

Need to get in touch?

Contact us