Created with Sketch.Learn about PPP and Loan Forgiveness, stay informed with the latest changes.
Created with Sketch.Questions about how to close your books for 2020? Visit our Year End Resources page.
Created with Sketch.New to QuickBooks or using a new product? Visit our Get Started resource page to help you get going.
Created with Sketch.Need to make changes to your account? Visit the Account Manager Portal.
cancel
Showing results for 
Search instead for 
Did you mean: 
Level 1

How do I clear transactions when the reconciliation figures are different. I want to start over and do it for the third time.

I am 77 and need to speak to a human
1 Comment
QuickBooks Team

How do I clear transactions when the reconciliation figures are different. I want to start over and do it for the third time.

Hello @barjo50! Happy to have you here in the Community. I'll gladly help you with your account today. 

 

If you have an accountant that uses Quickbooks, they can easily undo a reconcile for any account in your Chart of Accounts. If you don't have one, you also have the option of undoing each transaction until it's cleared. Here's how:

  1. Go to the Accounting menu.
  2. Select Chart of Accounts.
  3. Find the account holding the transaction. Then select View register
  4. Select the transaction you want to unreconcile to expand the view.
  5. Review the check column. If the transaction is reconciled, you’ll see an “R.”
  6. Select the checkbox. This changes the letter in the box. Keep selecting it until the box is blank. This removes the transaction from the reconciliation.
  7. Select Save.
  8. Close the account register.

You would continue to do this for all the transactions you need, or for every transaction if you want to unreconciled the whole account.

 

Here's a helpful article on undoing transactions: Undo or remove transactions from reconciliations in QuickBooks Online.

 

If you would like to have an agent reach out to you, it's easy to do from within your QuickBooks account. 

  1. Sign in to your QuickBooks Online company.
  2. Select Help (?) at the top right.
  3. Enter your concern, then select Let's talk.
  4. Select Contact Us to connect with a live support agent.
  5. Choose a way to connect with us:
    • Get a callback from the next available expert.

An agent will then reach out to you through the number you provided. Don't hesitate to follow up here if you have any other questions about reconciling or QuickBooks in general. Take care!

Need to get in touch?

Contact us