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Preschurch
Level 1

How to unreconcile a transaction or undo a reconciliation

When I follow the steps to unreconcile a transaction, I get an alert that won't let me save and move off the transaction.  I need to clear the reconciled status and goback and make major corrections...  How do I do that?

1 Comment 1
Angelyn_T
QuickBooks Team

How to unreconcile a transaction or undo a reconciliation

Thank you for posting here in the Community, @Preschurch.

 

I'd be glad to help unrenconcile your transaction successfully in QuickBooks Online (QBO).

 

The error message you're getting is the effect of the action being taken that the opening balance for the current period will be changed while undoing the reconciliation.

 

To undo an entire reconciliation, you need to edit each transaction manually. You can use your reconciliation report or bank statement to identify the transactions you need to edit. In addition, if you have created an adjustment entry, you'll need to find and delete that adjustment entry as well.

 

To manually clear, unclear, reconcile, or unreconcile individual transactions in QBO:

 

  1. Go to the Gear icon.
  2. Select Chart of Accounts.
  3. Locate the appropriate account for the transaction.
  4. From the Action column, select View Register (or Account History).
  5. Identify the transaction to edit.
  6. In the reconcile status column (indicated by a check mark), repeatedly select the top line of the transaction to change the status of the transaction. Codes indicate the status of the transaction (C- Cleared, - Reconciled and Blank - Not cleared or reconciled).
  7. Click Save.

If you have too many transactions to edit and you're connected to an accountant in QuickBooks Online, you can ask your accountant  to undo the reconciliation for you.

 

To learn more about how to unreconcile transactions in QBO, you can check this article: How to unreconcile a transaction or undo a reconciliation.

 

You can always add a post/comment below if you have any other reconciliation questions. I'd be glad to keep helping.

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