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chao_judy
Level 1

How to delete a duplicate reconciliation

I create two reconciliation that has same ending date, can I delete one?
Solved
Best answer July 21, 2024

Best Answers
JaeAnnC
QuickBooks Team

How to delete a duplicate reconciliation

I'll be happy to address your concern about deleting a reconciliation in QuickBooks Online (QBO), @chao_judy.

 

Currently, we're unable to delete a reconciliation in QBO. However, I can guide you on how to manually undo the reconciliation of each transaction. To do that:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Locate the account and click View Register.
  3. Select the transaction to expand the view. Under the Check () symbol, click the letter R until it changes to blank. Repeat the same step for other transactions.
  4. Select Save.

 

Alternatively, you can seek help from your accountant to undo the entire reconciliation all at once. If you're not associated with one, you can visit our Find a ProAdvisor page to find an accounting professional in your area.

 

Additionally, you can use reconciliation reports to view a summary of your beginning and ending balances, as well as the cleared and uncleared transactions.

 

Let me know in the comments below if you have other questions concerning reconciliation. We'll be sure to respond so we can assist you further. Keep safe and have a great rest of the day.

View solution in original post

1 Comment 1
JaeAnnC
QuickBooks Team

How to delete a duplicate reconciliation

I'll be happy to address your concern about deleting a reconciliation in QuickBooks Online (QBO), @chao_judy.

 

Currently, we're unable to delete a reconciliation in QBO. However, I can guide you on how to manually undo the reconciliation of each transaction. To do that:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Locate the account and click View Register.
  3. Select the transaction to expand the view. Under the Check () symbol, click the letter R until it changes to blank. Repeat the same step for other transactions.
  4. Select Save.

 

Alternatively, you can seek help from your accountant to undo the entire reconciliation all at once. If you're not associated with one, you can visit our Find a ProAdvisor page to find an accounting professional in your area.

 

Additionally, you can use reconciliation reports to view a summary of your beginning and ending balances, as well as the cleared and uncleared transactions.

 

Let me know in the comments below if you have other questions concerning reconciliation. We'll be sure to respond so we can assist you further. Keep safe and have a great rest of the day.

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