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lcgavora
Level 1

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?

 
7 Comments 7
Pete_Mc
Community Champion

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?

Until recently you had to have the Accountant's version to Undo a reconciled account in QBO.  But I understand that has changed, but I do not have access to QBO right now to check. 

 

But here's what I've learned:

  1. Go to the Reconciliation Window and Click on Locate Discrepancies.
  2. Choose either Discrepancy Report or Previous Reports to view the list of discrepancies.

  3. When the list of discrepancies come up there should be an Undo Reconciliation button, Click on the button and the last month should be Unreconciled.

  4. Get out of Reconcile and go back in and repeat the above process.

Easiest way to make sure it worked is go into your bank account and see if the Reconciled checks have been removed.

 

Let me know if it works.  It's a MUCH easier process in Desktop, hopefully they'll improve upon the process in QBO soon.

 

Malcolm Ziman
Level 10

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?

 


@Pete_Mc wrote:

Until recently you had to have the Accountant's version to Undo a reconciled account in QBO.  But I understand that has changed, but I do not have access to QBO right now to check. 

 

But here's what I've learned:

  1. Go to the Reconciliation Window and Click on Locate Discrepancies.
  2. Choose either Discrepancy Report or Previous Reports to view the list of discrepancies.

  3. When the list of discrepancies come up there should be an Undo Reconciliation button, Click on the button and the last month should be Unreconciled.

  4. Get out of Reconcile and go back in and repeat the above process.

 

 


 

Where did you read this?

(the sample co does not have a link for Locate Discrepancies in the Reconciliation Window and no Undo Reconciliation button anywhere)

 

Pete_Mc
Community Champion

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?

It was from a search of the forum. 

 

So maybe Intuit still hasn't released it.  (Really dumb if they haven't.....)

Malcolm Ziman
Level 10

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?

I believe those instructions are for QB Desktop. The question is for QB Online

Pete_Mc
Community Champion

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?

No, in Desktop you just start the Reconcile process and check the box at the bottom of the window to Unreconcile.

 

Supposedly they finally got around to adding Unreconcile to all of the QBO versions, not just the Accountant version (and maybe not the Simple one).  But obviously that's not the case.  Maybe someone was posting how to do it in a Beta version and it's just not released yet. 

 

Regardless, sorry for the incorrect info that it was available in all versions now.

 

It's such a basic tool I should be surprised it wasn't included in the first roll-out of QBO.  But....

Malcolm Ziman
Level 10

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?


@Pete_Mc wrote:

 

Supposedly they finally got around to adding Unreconcile to all of the QBO versions, not just the Accountant version (and maybe not the Simple one).  But obviously that's not the case.  Maybe someone was posting how to do it in a Beta version and it's just not released yet. 

 

 


Do you have a link?

Pete_Mc
Community Champion

My wife has made a mess of our account entries debits, credits and accounts are incorrect, but somehow reconciled. How do I wipe 2018 and start over entering data?

Did a quick search, but only found the old posts about QBOA.

 

Couldn't find the one that specifically said it had been added to all QBO versions.  I'll look again later when I have more time.

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