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stephanie127
Level 1

Can someone help me with re-doing a reconcilation from QBO? I accidently allowed it to create an adjusting entry and now the beg bal for recon is off. Cant correct it.

 
1 Comment 1
Jeff_S
QuickBooks Team

Can someone help me with re-doing a reconcilation from QBO? I accidently allowed it to create an adjusting entry and now the beg bal for recon is off. Cant correct it.

Let me share some information about undoing your reconciliation in QuickBooks Online (QBO), Stephanie. I'll provide you the steps to do it.

 

In QBO, 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.

 

Here's how to invite your accountant:

 

  1. Click the Gear icon in the upper-right corner and select Manage Users.
  2. Go to the Accounting Firms tab and click the Invite button.
  3. Enter the accountant's information.
  4. Click Save.
  5. Let your accountant undo the entire reconciliation.

 

If you prefer to do it by yourself, follow these instructions to undo reconciled transactions one at a time:

 

  1. Go to the Accounting menu. Then select Chart of Accounts.
  2. Find the account and select View Register
  3. To help you focus on this task, filter the register only to include the last 60 days of transactions.
  4. Review the check column. If the transaction is reconciled, you’ll see an “R.”
  5. Select the box and keep clicking it until it's blank. It removes the transaction from the reconciliation.
  6. Select Save. Then close your register.

    LisaNullar_0-1711126370698.jpeg

 
For more information on how to undo reconciliation, see this article: Undo a client’s reconciliation in QuickBooks Online Accountant.

 

Additionally, If you run into any errors or problems while reconciling, refer to this article: Fix issues for accounts you've reconciled in the past in QuickBooks Online

Moreover, you can maximize the efficiency of your financial processes by collaborating with our QuickBooks Live Expert Assisted team. They're veterans in the field, known for smoothing out financial operations and offering insights tailored to your business. One click connects you to a more prosperous financial path.

 

Let me know if you have any more questions about reconciling your account in QuickBooks. I'm here to help. Thanks for being in the Community and take care.

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