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jhm1
Level 1

Erase 2021 reconciliations and re reconcile. How do you erase reconcilations

 
2 Comments 2
LieraMarie_A
QuickBooks Team

Erase 2021 reconciliations and re reconcile. How do you erase reconcilations

I have all the steps to erase your reconciliation, @jhm1.

 

You can only unreconcile 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 (QBOA). 

 

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 to only 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.
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  6. Select Save. Then close your register.

 

I've added here an article that will help you in case you encounter reconciliation issues: Fix issues when you're reconciling accounts.
 

Be sure to come back if you need any further assistance with this process. The Community is always here to help.

LieraMarie_A
QuickBooks Team

Erase 2021 reconciliations and re reconcile. How do you erase reconcilations

Hi @jhm1.


Hope you’re doing great. I wanted to see how everything is going about unreconciling your transactions. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at anytime.


Looking forward to your reply. Have a pleasant day ahead!

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