How to remove previous years reconciliations showing up in the current reconciliation

Thanks for reaching out, smile123. I'll discuss further details about this matter.

I understand your concern about previous years' reconciled transactions now appearing as unreconciled in your current reconciliation. To resolve this, you'll need to reconcile these transactions again since they were already reconciled in the past. Please note that this process may affect the beginning balance of your current reconciliation.

Before proceeding, I highly recommend reviewing your past reconciliation reports to check if adjustment entries were made to maintain the reconciliation balance. This will help you determine whether these transactions are valid or if they should be deleted.

Once you've reviewed the reports and decided on the validity of the transactions, I suggest creating a backup of your company file to ensure you have a secure restore point. After backing up, you can move forward by marking the transactions as reconciled and completing the reconciliation process.

Please feel free to click the Reply button below if you have further questions or any QuickBooks concerns.

So, even though these transactions are reconciled in every way but in the register, they would need to be cleared again?  I feel this could create an issue with our reports?  Additionally, when I went in again, after working in the books, additional previous reconciled transactions appeared.  Again, this is not affecting our starting balance in reconciliation, indicating they have not really been unreconciled.  Thank you for your time.

I will add, as it might mean something, that this has occurred after we merged an Accountant's Copy into our books.

I have a couple of suggestions to help you remove those old transactions, smile123.

Since your statement matches QuickBooks' balances, this issue may be caused by data problems, possibly related to merging the accountant’s copy. You can fix this using the Verify and Rebuild utilities.

Here’s how:

1. Go to File.
2. Hover on Utilities, and select Verify Data.
3. Follow the prompts and wait for the process to complete.
4. After the Verify process, go back to the File and Utilities menu again.
5. Select Rebuild.
6. Follow the pop-up prompts to start the rebuild process. 

After running these utilities, return to your bank register and the Reconciliation page to check those old transactions. Although your statement and balances are correct, I recommend double-checking the Discrepancy Report to ensure the transactions aren’t duplicated or manually unreconciled in the bank register.

Here’s how:

1. Go to the Banking menu, then select Reconcile.
2. Click the Locate Discrepancies button.
3. Select Discrepancy Report.

You can also use the Previous Reports button to review transactions that were previously cleared or reconciled.

Feel free to reply or post more questions in the forum if you need further help.