Undo transactions from reconciliations in QuickBooks Online

Learn how to unreconcile an individual transaction from a completed reconciliation.

If you need help using QuickBooks, you can partner with a QuickBooks Live Bookkeeper to feel more confident. Find out more about QuickBooks Live Bookkeeping.

If you’ve reconciled a transaction by mistake, we’ll show you how to remove individual transactions from the reconciliation. Keep in mind, even small changes can unbalance your accounts. To minimize the impact, you can only unreconcile one transaction at a time. 

If you need to completely start reconciliation over, reach out to your accountant. Accountants can undo entire reconciliations. Don't have an accountant? We can help you find one.

Or, if you’d like help with reconciliation, you can partner with a QuickBooks Live Bookkeeper to feel more confident. Find out more about QuickBooks Live Bookkeeping.

If you’re ready to undo your transactions, follow the steps below: 

Get personalized help fixing beginning balance issues with QuickBooks Live.

To watch more how-to videos, visit our video section.

Step 1: Review the account

If an account isn't balancing correctly after a reconciliation, we recommend reviewing your opening, beginning, and ending balances first to be sure you’ve ruled out any possible errors.

Step 2: Unreconcile transactions

When you know which transaction you need to change, here's how to edit and unreconcile the transaction:

1. Go to Settings ⚙, then Chart of accounts (Take me there).
2. Find the account that has the reconciled transaction. Then select View register.
3. Find the transaction. If the transaction is reconciled, you’ll see an “R” in the checkmark ✔ column.
4. Select the transaction to expand the view.
5. In the checkmark ✔ column, select the box with the “R” until the box is blank. This removes the transaction from the reconciliation.
6. Repeat for any other transactions you need to unreconcile. 
7. Select Save.

Learn more about reconciling and related errors.