how do you delete bank reconcilations

Hello! Kirbjoy. I'm happy to help you with your bank reconciliation.

In QuickBooks Online, you can't exactly delete a completed bank reconciliation. Instead, you need to undo or unreconcile the transactions that were part of that statement.

Before we proceed, it is important to know that deleting bank reconciliations can impact the beginning and ending balances of both past and future reconciliations. I strongly advise consulting an accountant to determine the best course of action for your previous reconciliations.

If you have an Accountant user role or if your accountant performs this for you, you can undo an entire reconciliation period at once.

Here's how:

1. Go to Accounting in the left navigation bar.
2. Select the Reconcile tab.
3. Click on History by account in the upper-right corner.
4. Find the completed reconciliation you need to undo.
5. In the Action column, click the small dropdown arrow and select Undo.
6. Confirm the action by clicking Yes and then Undo.

If you do not have the special Accountant access, you must manually change the status of each transaction in the account register.

1. To start, go to the My Apps and in the Accounting tab select Chart of Accounts.
   
   
    
    
   

    

2. Next, locate the bank account with the incorrect reconciliation and click "View Register or Account History" in the Action column.
3. Then, find the individual transactions from the reconciliation period you need to undo.
4. In the checkmark column, you will see an "R" for reconciled transactions.
   
   
    
   

    

5. Now, click the "R" status repeatedly until the box is blank. A blank status means the transaction is now outstanding and ready to be re-reconciled.
6. Finally, click Save on the transaction and confirm the action when prompted.

If you have a large number of transactions, it's usually faster to invite your accountant to perform Method 1 for you. 

Let us know below if there's anything you need before proceeding. We're always here to help.