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Experienced Member

Manually unchecked transactions and still can't undo the reconciliation

I manually unchecked all transactions in a credit card account  and 3 reconciliation reports won't delete? It is a newer account (400 Transactions) so I could start over if I had too. 

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Best answer 07-22-2019

Accepted Solutions
QuickBooks Team

Re: Manually unchecked transactions and still can't undo the reconciliation

I'm here to help undo your reconciliation, @Pete11.

 

If you're referring to the transactions in this page (see attached screenshot below), these transactions are cleared but not yet reconciled, therefore, unchecking the transactions won't undo the reconciliation.

a1 uncheck.PNG

However, if you're referring to the reconciled transactions under the History by account, you can have you accountant to undo the reconciliation for you. For the steps, you can check this article: Undo your client’s reconciliations with QuickBooks Online Accountant.

a1 history by account.PNG

Once completed, you're now ready to redo the reconciliaton.

 

You can also check these articles for additional reference about reconciling accounts in QuickBooks Online (QBO).

 

Don't hesitate to add a comment below if you have any other questions about reconciling accounts. I'll always be here to help.

2 Comments
QuickBooks Team

Re: Manually unchecked transactions and still can't undo the reconciliation

I'm here to help undo your reconciliation, @Pete11.

 

If you're referring to the transactions in this page (see attached screenshot below), these transactions are cleared but not yet reconciled, therefore, unchecking the transactions won't undo the reconciliation.

a1 uncheck.PNG

However, if you're referring to the reconciled transactions under the History by account, you can have you accountant to undo the reconciliation for you. For the steps, you can check this article: Undo your client’s reconciliations with QuickBooks Online Accountant.

a1 history by account.PNG

Once completed, you're now ready to redo the reconciliaton.

 

You can also check these articles for additional reference about reconciling accounts in QuickBooks Online (QBO).

 

Don't hesitate to add a comment below if you have any other questions about reconciling accounts. I'll always be here to help.

Experienced Member

Re: Manually unchecked transactions and still can't undo the reconciliation

 I thought I could get around using an accountant to log in by unchecking each transaction to blank and starting over. Looks like I am wrong and will find somebody thanks.