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Juliana1
Level 1

bank reconciliation

Hi. After reconciling February bank account, I noticed an error. I want to unreconcile and bring back the balances to jan 31. I want to erase all reconciliation made for February. I was able to start over when I had the desktop version. I dont have the My accountant feature. Thanks

1 Comment 1
HoneyLynn_G
QuickBooks Team

bank reconciliation

Thank for dropping by, @Juliana1.

 

I'm here to share some insights about unreconciling transactions in QuickBooks Online.

 

There's an exclusive QBOA feature which allows undoing reconciliations without manually editing individual transactions from within the register. For regular QBO users, you have to manually unreconcile each transaction.

 

Here's how to erase all reconciliation made for February:

  1. Click the Gear icon in the upper-right hand corner.
  2. Choose Chart of Accounts.
  3. Choose and locate the appropriate account.
  4. Under the Action column, click View Register.
  5. Identify the transaction to edit.
  6. In the Check mark column (reconcile status column), change the code from R (reconciled) to blank.
  7. Click Save.
  8. Follow the same steps (5-7) until you're able to unreconcile all the February transactions.

 

For additional information, you can refer to these articles: 

That should get you on the right track, Juliana1. 

 

Keep me posted if you have follow up questions about banking or reconciliation. I'm still here to help you more. Have a good one.

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