I had to merge two bank accounts but then lost my bank reconciliations. Is there a way to get them back or recreate them?

Thank you.

I wish that the person who helped me to merge the accounts (at QBs) explained that I would lose the reconciliations and had encouraged me to print them out or save them as PDFs if possible. 

The same just happened to me. What if the reconciliations are from past years? We normally shouldn't unreconcile? Is it ok that we do? What if we don't do it?

Hi there, @marusha3. 

Thanks for reaching out to the Community for support. I'm happy to lend a helping hand with merging your account.

The merging process will let the system move all your past transactions from the duplicate credit card account to the one you want to keep. Whenever you're ready, here's how:

1. If you're merging accounts that have reconciliation reports, save those reports first. The transactions remain on the merged account and stay reconciled.
2. Go to the Accounting menu.
3. Choose Chart of accounts.
4. Find the credit card account you want to keep. Then, select the dropdown arrow under the Action column and choose Edit.
5. Note the name and detail type of the account.
6. Check if the Is sub-account option is marked. If it is, take note of the parent account it's tied to.

You can see more details in Merge accounts, customers, and vendors in QuickBooks Online. 

Moreover, if you’re new to reconciliations or need more help, reach out to your accountant. This can get tricky and they know how to handle the next steps. 

Please don't hesitate to keep me posted on how it goes in the comments below. If you have other concerns about merging your accounts and managing transactions in QBO, I'll gladly help

Hi,

We unlinked our bank connection to QBO on accident. When we went back to re-link it, it created a duplicate/new bank account. We merged those accounts but then it doubled our beginning account balance on our reconciliation report. How do we fix this?

We need to get the beginning balance back to where it should be. I have found this support page but we have no "account history" button to hit. https://quickbooks.intuit.com/learn-support/en-ie/help-article/customer-statements/edit-incorrect-op... 

Please help!

So  you're saying I have to go back and re reconcile 6 years of transactions since the last 6 years of reconciliations are gone? Basically unreconcile every transaction marked R and redo the reconciliations? 

I appreciate you for joining the thread, @BeerOutside. I'll share an insight about how the reconciliation works inside QuickBooks Online (QBO).

Please know that once you've reconciled a transaction inside your company, it'll automatically be added to the appropriate account in your Chart of accounts. That said, a reconciled transaction won't be missing, but rather gets added to the prescribe account. 

What you'll want to do is to exclude only those duplicate transactions to avoid getting them mixed up with all your existing bank transactions inside your account. Once done, you can proceed with the merging of accounts in your COA. I'll input the process below to get you going. These are the steps:

1. If you're merging accounts that have reconciliation reports, save those reports first. The account being merged may not keep the reconciliation history. The transactions remain on the merged account and stay reconciled. A reminder, if both account registers have an opening balance equity transaction, you'll need to delete the transaction with the most recent date prior to merging. The older transaction becomes the opening balance of the newly merged account.
2. Go to the Gear icon, and then select the Chart of Accounts.
3. Find the account you want to keep. Then, select the dropdown ▼ in the Action column and then Edit.
4. Note the Save account under (Account Type), Account name (Name), and Tax form section (Detail Type) of the account. These must be the same between the accounts you want to merge.
5. Check if the account is a subaccount or parent account. The names of subaccounts are indented in the Name column of the Chart of accounts list. If it is, note the parent account it's tied to.

For further guidelines, please see this handy article: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

Additionally, I've got you this article to help you troubleshoot accounts you've reconciled in the past: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

Also, I've got you this article about modifying reports and adding extra details to it so you can monitor all aspects of your business: Customize reports in QuickBooks Online.

Please don't hesitate to post here again if you need further assistance with this, @BeerOutside. I'm more than willing to help you get out of this situation. Stay safe, and have a nice day!

step 1 is where I messed up, I didn't save the reconciliation reports. I was going off a different set of directions that didn't mention that part. Also I didn't delete an opening balance equity transaction from the new account prior to the merge. Could this cause the discrepency when trying to reconcile the next month of transactions after the last reconciliation (thats now lost but transactions in register are marked  R)?

Found the opening balance equity transaction and it was the difference I was getting. Done!

Did you delete the opening balance equity after merging? I am in the same position as you were but I don't want to delete it until I am sure how to move forward. 

I am having the issue that the previous reconciled account no longer shows the R.  I have years of reconciled transactions that are now showing unreconciled.  Can anyone help?

I'm here to assist you with your concern, @usernj23.

I understand how challenging it could be knowing that your past reconciled accounts are now showing unreconciled. You may have accidentally changed some transactions that caused it to become unreconciled. You can check the audit log to track any transaction changes when they occur. With the help of your accountant, you can reconcile these transactions again.

Also, you can prevent unwanted changes from your reconciled accounts by closing your books yearly.

Let me know if you have further concerns about reconciliation in QuickBooks Online. I'd be glad to help you anytime.