Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
You made the right choice in reaching out to us, ahmeha-yahoo-.
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.
Since the you see an empty option from the Accountant view or business view, let's try isolate this behavior by performing some basic troubleshooting steps. We can start by using a private browser or incognito when performing the tasks. Here are some keyboard shortcuts that you can follow:
- For Google Chrome browser: Ctrl + Shift + N
- For Mozilla Firefox browser: Ctrl + Shift + P
- For Safari browser: Command + Option + P
Once done, you can try manually edit the transaction to undo reconciliation. I'll show you the steps below:
- Go to the Accounting menu. Then select Chart of Accounts.
- Find the account and select Account history or View register.
- Select the transaction you want to unreconciled.
- Click the box with "R" and keep clicking it until the box is blank. This removes the transaction from the reconciliation.
- 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.
If it works, you'd want to clear the cache of your regular browser to delete those temporarily stored files and browsing history. Also, you can use other supported, up-to-date browsers to roll out the possibility of a browser-related issue.
If you have a QuickBooks Online Accountant, you can make use to the undo reconciliation option: Undo reconciliation feature is exclusive only in QuickBooks Online Accountant.
Feel free to visit these links about reconciliation in QBO for reference:
If you run into any issues with reconciling, here's a guide for instructions on how to fix it: Fix beginning balance issues if you've reconciled the account in the past QuickBooks Online.
In case you'd like to run some financial reports like Profit and Loss or Balance Sheet, you can click the links provided.
Should you have anything else you'd like to go over while trying to undo reconciliation, feel free to reach out to us again. I'm always here to assist you further.
