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marcia-mao-gaoya
Level 1

How do I cancel a reconciliation?

I need to change the amount for a reconciled account, causing a beginning balance error. The "We Can Help You Fix It" video does not help as it wants me to match the previous reconciled amount, which is incorrect. Can I cancel the reconciliation, change the amount, and restart? Someone please help, thanks.

1 Comment 1
AntoniettaE
QuickBooks Team

How do I cancel a reconciliation?

Yes, you can undo the reconciliation in QuickBooks Online (QBO), which will allow you to change the amounts and restart the reconciliation process, Marcia.

 

Before proceeding, I recommend consulting your accountant to ensure that all your records remain accurate.

 

Here's how to manually unreconcile your transactions:

 

  1. In your QBO account, click the Gear icon at the top.
  2. Select Chart of Accounts.
  3. Locate and choose the account you’re working on, and click on View Register.
    image (23).png
  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.
    image (24).png

 

For additional guidance on how to undo reconciliation, see this article: Undo or remove transactions from reconciliations in QuickBooks Online.

 

If you encounter any errors or problems while reconciling, check this article for a guide on what to do: Fix issues for accounts you've reconciled in the past in QuickBooks Online

 

You might also want to look into QuickBooks Live Expert Assisted  to get personalized support managing your accounting tasks. They can help streamline bookkeeping tasks, simplifying the management of invoicing, tracking expenses, and handling sales tax.

 

If you have additional questions about reconcilation, please leave a reply below. The Community is always here for you.

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