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Join nowI'll ensure to help with your reconciliation process in QuickBooks Online (QBO), @katherine20.
We can't delete the old transactions that you don't want to be included in your reconciliation process. However, we can filter them to not be included in the reconciliation.
Here's how:
On the other hand, if you need to delete the old transactions, I recommend consulting your accountant, for they have the best knowledge regarding this matter.
Additionally, you'll want to check this article and learn what to review so you can start reconciling: Fix issues for accounts you've reconciled in the past in QuickBooks Online.
I'll be right here to assist if you need further assistance managing your reconciliation in QuickBooks Online. Have a nice day ahead of you.
No, you cannot just delete them. Those transactions posted to your financial statements which, presumably, were used to file tax returns in previous years. If they were never reconciled, then the transactions are either duplicates, were entered incorrectly, or are payments/deposits that never cleared the bank. If you delete them, you will be making changes to closed accounting periods which you don't want to do. Those unreconciled transactions should be reversed in the current fiscal year. How to reverse them depends on what type of transactions they are and whether you're on cash or accrual basis.
Thank you.
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