cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
galenkeas
Level 1

Can I go back to a previous month reconcile, and if so, how?

Im pretty sure I did not complete March 2019 reconcile, but the system sends mw to April with March"s beginning balance. how to I get back to March?
1 Comment 1
Michael K
Moderator

Can I go back to a previous month reconcile, and if so, how?

Hey there, @galenkeas. Thanks for reaching out to the Community.

 

If you’re currently using QuickBooks Online Accountant, use the Undo a reconciliation feature to unreconcile previous transactions without manually editing individual transactions from within the register. To visually guide you through the steps, click on this link: Undo a reconciliation.


However, if you’re using a different version, manually unreconciled each transaction to undo the reconciliation. Let me provide you the step by step process.

 

Here's how:

 

  1. Go to Accounting tab on the left panel.
  2. Under Your Company, select Chart of Accounts.
  3. Choose the account you’re working on, and click on View Register.
  4. Select the transactions you want to unreconcile.
  5. Keep on clicking the R status until it shows blank or cleared (C).
  6. Click on Save.
  7. Choose Yes in the confirmation window.

 

I also added a link to give more insights about unreconciling transactions. I recommend consulting with your accountant before performing any of the steps. This to ensure your records are in order.

 

Shoot me a reply if you have any other questions. I'm here to ensure your success. Have a good one!

Log in today
Get expert help and peer support to tackle all your QuickBooks questions effortlessly.

Need to get in touch?

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