I see uncleared transactions from the previous periods in reconciliation. Can I delete uncleared transactions from previous periods in QBO without creating a problem?

Deleting previous uncleared transactions just because...can cause serious complications.  Sometimes a transaction that has been edited or sync'd from a third party application will show up next recon period as having been uncleared.  Or an outstanding check has yet to be cashed and back through your bank by the time you get your monthly statement. Or they can be future transactions that you added with a previous date in error.  But if you delete a valid transaction be prepared to restore it as it was once it clears.

I understand that I should investigate each uncleared transaction from previous periods. I know I can with confidence delete duplicates. I was trying delete uncleared transaction from beggining of 2019 and I created a problem as you mentioned in your respond...... so i recreate journal entry for this deleted transaction. I don't know if it right. It didn't show up in previous reconciliations after all.

Thanks for following up on this thread, @svitlanak. 

Before going into detail, I want to ask if you could provide me with a screenshot of the uncleared transactions? This way, I'll be able to give you a more accurate response. 

For now, you can do a manual reconciliation. You can refer back to this article as it has detailed instructions on how to do a manual reconciliation in QuickBooks Online: Fix QuickBooks Payment deposits that don't match your bank statement. 

I look forward to chatting with you soon. Have a safe and productive weekend ahead!

Thank you for your help. I will attach file with picture. Two transactions which I deleted, appeared in the bank feed, so I made journal entry to on same day to put them back to Reconciliation Discrepancies account ( it was showing on report before I deleted them). It didn't affect  previous reconciliations.I honestly see unreconciled transactions since I was start work for this client. I'm looking solution and looking around each transaction, which one I can delete or void better. I will appreciate your advice.

Good day, svitlanak.

You'll need to investigate if these transactions are valid or not. It's best to check these transactions with the bank statement from the previous periods. 

If these transactions were unreconciled by mistake, you can reconcile them back. You can delete them if not or if these transactions are invalid. You can also mark these transactions as reconciled if these were accidentally unreconciled. Go to the Chart of Accounts, select the bank, and locate these transactions. Select it repeatedly click on the check column until you see the letter R.

I've added these articles for your reference about reconciliation:

• Learn the reconcile workflow in QuickBooks

• Reconcile an account in QuickBooks Online

Keep in touch if you need more help with this. Have a great day!

Can I void/delete uncleared transaction from previous period if books were closed. All uncleared transactions from 2019 year and books were closed. If not, so what best way to deal with this transactions to remove them from appearing on reconciliation report without affecting financial statements?

Hi there, @svitlanak.

Thanks for joining in this thread. In most cases, we don't recommend voiding/deleting transactions as per our champ contributor, @john-pero, deleting previous unclear transactions may cause serious complications. 

I've looked on the screenshot you've shared from the last time, I can see a reconciliation page, not a report. If this is what you're concerning about, you can simply add a filter to prevent them from appearing on the reconciliation page. 

Here's how: 

1. Click the Funnel icon. 
2. Select the Custom date in the Date drop-down list. 
3. Enter the date From and To, then hit Apply. 

This will show transactions on that particular date bracket selected. 

However, if you're referring to a Reconciliation report, there's no option to customize at this time. You may want to check with your accountant to help you decide whether to delete uncleared transactions to make sure your books are accurate. 

Read through this article for more insights about voiding or deleting transactions in QuickBooks Online. 

Let me know if there's anything else that I can help with. I'm always here to assist. Stay safe. 

Hi, I know how to use filter.  My question was about uncleared transactions which affecting financial statements because they weren't on bank statements and this transactions from period which is closed. How you deal with this transactions.