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Margi in Vermont
Level 1

Anyone know how to cancel checking account reconcilements? I need to start over as of 1/1/2025

started QB online 10/1 after years with outside bookkeeper. Didn't think to set the account links to 1/1 so I've had to do a lot manually. My loans and CC are all set but my checking account needs me to start over (due to so odd circs)

2 Comments 2
EmanE17
QuickBooks Team

Anyone know how to cancel checking account reconcilements? I need to start over as of 1/1/2025

Hi there, Margi.

 

You can undo the reconciled transactions of your checking account from October 1, 2024, to December 31, 2024, in your QuickBooks Online (QBO) account. I'll guide you through the steps.

 

Please note that you can only un-reconcile one transaction at a time. If you need to start over, I'd suggest reaching out to your accountant. They can undo the entire period at once using QuickBooks Online Accountant.

 

To undo the reconciliation, please follow these steps:

 

  1. Go to the Gear icon, and select Chart of Accounts.
  2. Locate the checking account with the transaction and click View register.
  3. Find the transaction in the list. If it was reconciled, you’ll see an “R” in the checkmark column.
  4. Select the Box and keep clicking it until it's blank. It removes the transaction from the reconciliation.

    blank.png

  5. Once done, click Save.

 

Now that you have successfully removed the transaction, please proceed to reconcile the account once again. Be thorough in verifying each transaction to avoid discrepancies and ensure a precise reconciliation.

 

Please feel free to reach out if you need more assistance with this process. We are always here to help.

ChristineJoieR
QuickBooks Team

Anyone know how to cancel checking account reconcilements? I need to start over as of 1/1/2025

Hello, Margi.

 

We want to follow up and check if the solution we provided helped resolve your concern.

 

Please let us know if everything is now functioning as expected. We are here to assist you further if needed.

 

Looking forward to hearing back from you.

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