I was reconciling december, saved it because I needed to look at credit card batches. when I go back now, it only shows January as if december is reconciled.

Hello there, fawnboxersrule,

It might've been reconciled instead of saved for later. You can go to the bank register and check if the transactions are reconciled.

Also, you'll want to manually edit each transaction. Here's how:

1. Go to Accounting tab and select Charts of Accounts.
2. Locate the account, and click View Register from the ACTION column.
3. Identify the transaction to edit.
4. In the reconcile status column, repeatedly select the top line of the transaction to change the status.
   C - Cleared
   R - Reconciled
   Blank - Not cleared or reconciled

Here are articles for your reference:

• Undo and remove transactions from reconciliations in QuickBooks Online
• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

Stay in touch with me if there's anything else I can help you with.

I am using QBOA.  I am trying to undo a reconciliation for a particular month.  However, the drop down option only provides for batch undo (all 12 months).  How can I select just one month to undo?

Good day, JoeAlouf,

The option to undo a reconciliation in QBOA is done per batch. If the reconciliation is done per month, then the option to undo it is divided in batches.

If you've reconciled a year's worth of transactions, then you can only undo the whole year.

Here's an article for reference: Undo your client’s reconciliations with QuickBooks Online Accountant.

I got additional articles for future reference:

• Manage your clients in QuickBooks Online Accountant
• Client Overview in QuickBooks Online Accountant

I'll be here if you got additional questions.

Below is a screen shot.  As you can see, each month was reconciled separately.  Yet, I am unable to just select one month to undo.

Thank you for the screenshot, @JoeAlouf.

You can pull up a Discrepancy report in QuickBooks to undo the reconciled transactions. From there, you can change the reconciliation status.

Please follow the steps below to pull up the report.

1. Go to the Accounting menu, then choose Reconcile.
2. Click on History by account link.
3. Click on the bar under the Action column to see the reconciliation report. 
4. Choose a report and when you open it, you'll see  Reconciliation Change Report.
5. From there, you can change the status.

You can also check this article to learn how to reconcile an account: Reconcile an account in QuickBooks Online.

Let me know if you need further assistance. I'm happy to help!

Thank you for trying but your answer does nothing to solve my problem nor answer my question.

I would like to undo and reconcile one month.  Only one month.  Why does QBO force me to undo every single reconciliation going back to the day the account was first set up??? 

I'm here to sort things out with you, JoeAlouf. 

Undoing a reconciliation also undoes all following reconciliations after the Reconciled on date. If we reconcile an account every month and we undo a reconciliation from three months ago, you’ll also undo the following two months. It now shows to batch undo since the beginning balance is affected to the ending balance of the previous reconciliations. 

If we've already reconciled months after December we'll have to undo them first to be able to undo the specific month. Unless, there are no reconciliation done after December. My colleagues provided article that can help us reconcile having the QuickBooks Online Accountant account. 

You can always drop by the Community if you need more help. Take care always!

Thank you for this explanation. 

1. So what would be the best way to go back in history to one specific month for an account that was not reconciled properly (ended up with a "forced reconciliation adjustment") ? And if you don't mind, I need more than just a link to basic reconciliation steps... 

2.  How would I correct a starting balance that was entered incorrectly for the above account?

Many thanks. . 

Hello there, JoeAlouf.

The best thing we can do is to reach out to your accountant since they can entirely undo the transactions. Though, we can still manually do it alone by the following the steps below:

1. Go to the Accounting menu.
2. In the  Chart of Accounts, find the account and select View register under the Action column. 
3. Select the transaction you want to unreconcile.
4.  Let's review the check column to see an R for the reconciled transactions.
5. Select the box and keep clicking it until the box is blank. It'll remove the transaction from the reconciliation.

Here's how to change the opening balance:

1. Go to the Gear icon.
2. Choose Chart of Accounts under Your Company.
3. Find the account, and click View register under the Action column. 
4. Scroll through the list of transactions and find the opening balance entry. 
5. Click on the opening balance equity and edit the amount and enter the correct opening balance. 
6. Then hit Save to save your changes. 

For more tips about changing the starting balance, check out these links:

• Edit an incorrect opening balance. 
• What to do if you didn't enter an opening balance in QuickBooks Online.

Also, you can check through this article the impact of the reconciled transactions in your book: Learn the reconcile workflow in QBO. 

Let me know if you need anything else by adding a new post below. Take care!

what do you do if you don't have the PW to do the batch unreconcile? It was a previous Bookkeeper, perhaps that closed to books. How can I bypass this issue?