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February 16, 2024
Question

How to delete a reconciliation

  • February 16, 2024
  • 1 reply
  • 181 views
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1 reply

QuickBooks Team
February 16, 2024

Welcome to the Community, @gm1231.

 

I'll ensure to provide you with the information about deleting a reconciliation in QuickBooks Online (QBO).

 

Currently, there isn’t an option to delete a reconciliation in QuickBooks. However, you can manually undo each transaction from reconciliation.

 

Here’s how:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Select the account that has the reconciled transaction. Then, View register.
  3. Locate the transaction to edit.
  4. In the reconcile status column (indicated by a checkmark), repeatedly click on the box until it changes from "R" to blank.
  5. Then select Save.

 

Moreover, if you want to undo an entire reconciliation, you can seek help from your accountant. If you already have an accountant added to your account, they can undo your reconciliation.

 

Please check out this article for further details: Undo or remove transactions from reconciliations in QuickBooks Online.

 

I've added here an article for future reference in reconciling an account, especially when you encounter reconciliation issues: Learn the reconcile workflow in QuickBooks.

 

Please come back if you have follow-up queries. I'm always here to help.

August 8, 2024

Seriously? QB does not provide the option to delete a bank rec and start over?!

FishingForAnswers
Level 4
August 8, 2024

@benluety  Oh, it does, if you pay for it. Theoretically. Probably.