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rhappel
Level 1

Can I quickly reconcile a bank account that was last reconciled over two years ago?

 
1 Comment 1
Rose-A
Moderator

Can I quickly reconcile a bank account that was last reconciled over two years ago?

Thanks for checking with us, rhappel.

I'm here to help you with reconciling a bank account in QuickBooks Online.

 

If you still have transactions from two years ago, you can manually reconcile them.

 

Here's how:

 

  1. Click the Gear icon at the upper right corner.
  2. Under Your Company, select Chart of Accounts.
  3. Select the Account Name then View Register/Account History.
  4. Find the transaction that needs to be unreconciled.
  5. To highlight click on the transaction.
  6. Click on the top line of the transaction in the field between the Deposit and Payment amount.
  7. If the field contains a C it is cleared, and if the field contains an R that means it is reconciled.
  8. You can continually click in this field to achieve the status desired for this transaction. If it was originally blank, click once and it will display a C, if you click again an R, again back to blank.
  9. Click Save.

You may find this recommended article for your reference: How to unreconcile a transaction or undo a reconciliation.

 

If you'd like to go through this over the phone, you can call our dedicated team who will be happy to assist you. Our contact details can be found here along with our opening hours:

  1. Go to: https://help.quickbooks.intuit.com/en_US/contact.
  2. Choose your QuickBooks Product.
  3. Select your QuickBooks version.
  4. On the Contact Us page, click a topic.
  5. Click on the Get Phone Number button to see the support number.

Feel free to get back to me if there's anything else you need. I'll zip right back to you.

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