How do I un-reconcile a bank statement for QB's online? I do not have an accountant setup, I do my own reconciling and I need to undo last months but can't find a way.

How's your day going, @dlebard-donumdei?

I’ll be your guide today, so you can unreconcile your bank statements in QuickBooks Online (QBO).

We can manually undo each transaction in the bank register. I'll guide you how:

1. Go to the Accounting menu, and then choose.
2. Select the bank you’re working on, then click View register.
3. Click the Funnel icon to filter the dates, then choose Apply.
4. Locate and click the transaction, one at a time.
5. Between the Deposit and Balance (USD) columns, keep clicking the R field until the status changes to a blank (unreconciled) or C (cleared).
6. Click Save.

Please follow the same steps to reconcile multiple transactions. For future reference, check out this article for more details: Clear, unclear, reconcile, or unreconciled transactions.

Once done, you can start reconciling the account. I’m adding a link that covers everything you need to know about the reconciliation process: Reconcile an account in QuickBooks Online.

If you need more help with QuickBooks Online reconciliation, I'm just a few clicks away. Have a great day.

Hi, @dlebard-donumdei.

Hope you’re doing great. I wanted to see how everything is going about unreconciling your bank statement you had the other day. 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 any time.

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

@Maybelle_S  Hello,  I need to unreconcile my January 2021 bank statement.  I fear will throw off every single bank reconciliation report from that point forward.  I do not want to unreconcile EVERY SINGLE transaction in EVERY SINGLE month's report.  Is there no way to unreconcile the entire report with a click of a button in QB online?    Please help!    Thank you in advance. 

Good evening, @AndreaKrystle. 

It's great to see a new face here in the Community. Welcome! I appreciate you coming on this thread with your question about reconciling. 

The best route would be to undo each reconcile from now until December 2020, since you need to edit January 2021. The reason being is so that the edit can be successful and your books be correct in the end. Learn more about our reconcile workflow through this article. 

You'll need your accountant to assist with undoing the reconcile through their account. Here's a guide that can help you both along the way: Undo a client's reconciliation in QuickBooks Online Accountant. 

In the end, after making the changes needed, you can reconcile your account again. 

If you have any other questions or concerns along the way, don't hesitate to come back. We're always here to lend a helping hand. Take care! 

This advice is great, except that I don't have an accountant, so instructions to "have your accountant unreconcile the month" don't help me much.  I understand that I can go through the register and un-check the reconciled ones one-by-one, but I don't know where to stop?  How do I determine which transactions need to be individually un-reconciled in order to roll back my last months reconciliation?  It seems that it would be a lot less error-prone to have the ability to "un-do the June Reconcilation".

I’ll be your guide today, so you can unreconcile your previous bank statements, WFRS.

We manually undo each transaction in the bank register if you know which transaction you need to change. As my colleague suggested, only the accountant can unreconciled transactions by batch by using the Undo Reconciliation tool. If you're in need of one, there's an awesome tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success. Here's how:

1. Go to our Find a ProAdvisor page.
2. Use the City or ZIP search field to specify a location.
3. Tap Find a ProAdvisor.
4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.

Once you've found an accountant, they can be contacted through their Send a message form:

1. Use the available text box to introduce yourself. Be sure to include details about which services you're looking for.
2. Enter your appropriate info in the Your name, Your email, and Your phone number (optional) fields.
3. Hit Send message.

If you know what transactions you need to undo reconciliation, just follow the steps below: 

1. Go to Accounting on the left panel.
2. Select the bank you’re working on, then click View register.
3. Click the Funnel icon to filter the dates, then choose Apply.
4. Locate and click the transaction, one at a time.
5. Between the Deposit and Balance (USD) columns, keep clicking the R field until the status changes to a blank (unreconciled) or C (cleared).
6. Click Save.

Please follow the same steps to unreconciled multiple transactions. For future reference, check out this article for more details: Clear, unclear, reconcile, or unreconciled transactions. I'm adding a link that covers everything you need to know about the reconciliation process: Reconcile hub.

There you go. Your records should now be in tip-top shape. Keep me posted if you have any clarifications or questions. Please know I’m here to answer them for you.