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megcusimano
Level 1

Delete reconciliation and start over

I messed up my reconciliation reports starting back in July. How do I delete them all and redo them
1 Comment 1
JonpriL
Moderator

Delete reconciliation and start over

Hello @megcusimano,

 

You can manually undo your reconciled transactions since the option to delete a reconciliation is unavailable. You can do so by removing the R (Reconciled) status of all your transactions in your bank account register.

 

In addition, here's an article you can read to learn more about how you can manually undo your reconciled transaction: Undo and remove transactions from reconciliations in QuickBooks Online.

 

But you can also consider contacting your accountant. He/she has the option to undo your entire bank account reconciliation with his/her QuickBooks Online Accountant account. Thus said, here's how you can contact and invite your accountant:

  1. Go to the Gear icon.
  2. Under Your Company, select Manage Users.
  3. Select Accounting firms.
  4. Click Invite.
  5. Enter the name and email address of your accountant.
  6. Click Save.

To add, here's an article you can read to learn more about how you can invite your accountant: Invite or Remove an Accountant.

 

Lastly, I've also included this helpful article in case you need some ideas about your reconciliation report: How do I view, print, or export a reconciliation report?

 

If there's anything else that I can help you with, please let me know in the comment section down below. I'll be always around ready to help.

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