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Hello,
I accidentally hit the reconcile button before I categorized the deposits and withdraws for the month, should I undo the reconciliation first and then proceed to categorize?
Let's navigate together to undo your reconciliation, Sarah.
In QuickBooks Online, if you have connected your account to online banking, it's necessary to match and categorize transactions before reconciliation.
However, since you've accidentally hit the reconcile button, let's manually undo these transactions one at a time:
You might also find this link helpful if you have previously reconciled the account: Fix issues for accounts you've reconciled in the past in QuickBooks Online.
I'll be around if you need further assistance with your reconciliation process or have any QuickBooks-related concerns. Keep safe.
Thank you for your guidance. I checked the transactions for the month I accidentally hit reconcile on and the transactions all say C in their status. What should I do?
Thanks for getting back on this thread, @Sarah_HM.
I'll share information about the reconciliation status and how you can modify it in QuickBooks Online (QBO).
The C status means the transaction is cleared in your bank statement and checked off but not reconciled. If you want to modify the transaction's status, tap the checkbox to change the letter until it shows blank. Once the box shows empty, the transaction is not reconciled or removed from the reconciliation.
You can refer to this screenshot below for your visual reference:
For additional tips about reconciliation, you can check out these articles:
On top of that, you can also get more hints while handling your other banking transactions through this guide: Find help with bank feeds and reconciling accounts.
Let me know how else I can help you with reconciliation or concerns about your transactions in QBO. I'm here to help you in any way I can. Keep safe always.
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