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D
docampo23
March 28, 2021
Question

How do we delete reconciled

  • March 28, 2021
  • 3 replies
  • 0 views
No text available

3 replies

C
Charies_M
Level 9
March 28, 2021

You made the right choice in reaching out to us, docampo23.

 

In QuickBooks Online (QBO), you can undo the reconciliation to delete or zero out the beginning balance. This can be done by manually edit the transactions within the register. I'll show you the steps below:

  1. Go to the Accounting menu. Then select Chart of Accounts.
  2. Find the account and select Account history or View register.
  3. Select the transaction you want to unreconciled.
  4. Click the box with "R" and keep clicking it until the box is blank. This removes the transaction from the reconciliation.
  5. Select Save.

Feel free to read through this article for the entire process on how to undo reconciliation: How to Unreconcile a Transaction or Undo a Reconciliation.

 

Feel free to visit these links about reconciliation in QBO for reference:

Should you have anything else you'd like to go over while reconciling, feel free to reach out to us again. I'm always here to assist you further.

J
JF78
December 9, 2021

We run a cash basis business.  A check was not recorded during October and as a result, we do not balance in November.  It does not show up on the reconciliation report as an uncleared item.  We need this to happen, but we cannot restart the reconciliation.  How do we delete the entire reconciliation and start over?

C
Clydewood
April 2, 2022

That does a real disservice to accountants that work for small businesses that can't afford the high end monthly costs.  So, I, an accountant, have to pay another accountant to delete a reconciliation correctly.  Your method does not actually fix the actual problem.  I need the uncleared check that I entered late to show up in that reconciliation report.  Unreconciling each transaction will not fix the report.

This is a REALLY big problem for small business owners and the accountants that work for them.  Please consider changing this.


Agreed. I'm currently stuck in the same situation, now my books look crazy with this reconciliation report that should no longer exist since I removed the 'R' from every transaction reconciled in the report. And this is because QuickBooks decided for my business how I can and can't manage the reports on their site. AND I only had to go through that mess because there is no easy option to start over if you're just beginning and have more than 60 days with the program. You can't even cancel because you'd no longer be able to utilize the business you have attached to the cancelled account. Absolutely ridiculous.

 

An actual solution that doesn't require paying someone else to handle it would be nice.

C
Charies_M
Level 9
March 31, 2021

Hi, docampo23.


Hope you’re doing great. I wanted to see how everything is going about deleting reconciled transaction. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.


Looking forward to your reply. Have a pleasant day ahead!

L
LaPlaya73
July 2, 2024

How to delete a bank and add back so that only shows 30 days of transactions

 

 

J
Julissa Climaco
July 6, 2023

yes I  need to delete the reconciliation account that i just finish because i have many error that i can erase any more because is gonna take me out my new balance 

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