Reconciling

I'll explain to you, @Michelle0531, how the cleared transactions affect your bank accounts. You'll better understand how to handle bank transactions this way.

Cleared transactions are ready for reconciliation. When you next reconcile your bank account, these transactions are already selected to expedite the process. That said, unclearing cleared transactions will not cause any problems in your bank balance. To unclear, follow the steps below: 

1. Go to the Banking menu on the upper left hand. 
2. Select the Categorized tab. 
3. Choose appropriate Dates and Transactions in the drop-down. 
4. Click the box beside the Date to undo the transaction in bulk. 
5. Hit Undo, then Continue. 

When you're ready, you can refer to the following articles to learn how to reconcile and resolve some issues that may arise during the process:

• Reconcile an account in QuickBooks Online
• Fix issues for accounts you've reconciled in the past in QuickBooks Online.

Additionally, check out these articles below on how to personalize your register and edit some transactions from there:

• Learn about the chart of accounts in QuickBooks Online
• Find, review, and edit transactions in account registers in QuickBooks.

You're welcome to post here again if you have concerns regarding your bank transactions. I'll guide you through the process. Have a nice day ahead!

Thank you!  I am going to give it a try.  I think it will help because there is almost a year of transactions that have not been reconciled.  Hopefully, when I get the company caught up, I will be able to just leave them cleared.

Thanks again!

Hello again @MichelleBh!

I don't really want to unmatch them, just unclear them.  Can I just do that inside the reconciliation instead?

Thank you!!

Thank you for getting back to the thread, @Michelle0531. 

When bank transactions come directly from your bank, the Cleared (C) status appears. These could be achieved through bank feeds or by importing bank statements, and they're ready for reconciliation. You can unclear them in View register. Please follow the steps below:
 

1. Go to Accounting, then click Charts of Accounts.
2. Choose the specific account.
3. Select View register.
4. Locate the transaction and check if you see the letter C under the Reconcile status.
5. Edit the transaction by repeatedly clicking the C button until it's gone.
6. Click Save.
    

You can also uncheck cleared transactions if you don't want to include them in your reconciliation process: Here's how:
 

1. Click Reconcile. then click the Filter icon, 
2. Change the Cleared status.
3. Select Apply. 
4. Uncheck the cleared transactions to unclear them.

If you need to speed up the categorization of your bank transactions, you can refer to this article for the steps: Set up bank rules to categorize online banking transactions in QuickBooks Online.

Let us know how else we can help with your reconciliation. We're available 24/7. Have a great day!