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Buy nowThanks for posting in the Community, @ari2.
I'm here to share the steps so you'll be able to reconcile your account. If you have accidentally excluded a transaction, you can easily include it again, here's how:
The transactions are returned to the For Review tab where you can categorize, add, or match the transactions again.
However, if the transactions are deleted in your account. You can download the transactions from your bank or credit cards and then manually import them into QuickBooks Online.
Check out this article for complete and detailed instructions in using WebConnect (proceed to Step 6): Manually upload transactions into QuickBooks Online.
Also, I'm adding these articles for additional reference about reconciling an account in QBO:
If there's anything else that I can assist you with, let me know. I'm always here to help. Take care
Thanks for your reply, it seems your solution would be perfect for when deleted only few transactions, for me to do over many months of reconciliation would take lots of time. Is there a way to restore them more automatically?
Hi there, @ari2.
I'm here to provide you some insights about automatically restoring deleted transactions in QuickBooks Online.
My colleague was right, you'll need to undo or import transaction inside QuickBooks Online. This way, you can match or add it in your register for you not to manually entered the transactions. You can follow the steps provided above since, as of the moment, there isn't an option to automatically restore deleted transactions.
Meanwhile, you can visit our QuickBooks blog for recent updates or new features of our product.
Get back to this thread if you need further assistance. I'm here to help you as soon as I can. Have a great day!
So in other words, Ill need to cancel all previous reconciles, then start from the beginning, download all bank feeds and rematch them?
Hello, ari2.
I reviewed the steps provided by my colleagues and don't see anything about needing to cancel any previous reconciles. If the transactions were deleted from your account, you'll have to download them from your financial institution and import them into QuickBooks.
You're correct, you'll have to match and categorize the transactions once you've finished importing the data from your bank. They aren't officially entered into your books until they've been reviewed. After everything is matched and categorized, you can move forward with reconciling them. This will help confirm everything is entered accurately and that there aren't any duplicate entries.
If you have any other questions please feel more than welcome to reach out anytime. Enjoy the rest of your day!
I did the reconciliation, what will happen to the transactions under reviewed?
Hi Evelyn,
If you deleted the matched transactions in the Reviewed tab, their corresponding entries would remain in the register as reconciled. So, they will not affect your reconciliation. However, you won't want to add them back because you're done with the reconciliation. Just exclude them from the For Review tab.
On the other hand, if you deleted Added and Transfer transactions, they would be removed from your register and caused reconciliation discrepancies. Therefore, you'll want to add them back and mark each transaction as reconciled (R). Click the picture to see it bigger.
Speaking of reconciliation, just be sure you have the same list of transactions with your bank statement. If there's a balance discrepancy, we have ways to fix it.
Join us back in this thread if you have more questions about online banking transactions.
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