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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
JamesM
QuickBooks Team

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Hi there,

 

QuickBooks Online makes it easy to unreconcile and I'll be happy to show you how. One thing to take note of is, to undo an entire reconciliation, you must edit each transaction. If you have too many transactions to edit and you're connected to an accountant in QuickBooks Online, you can ask your accountant to undo the reconciliation for you. If you don't have one, I recommend searching for a QBO accountant in your area using our website here. Once you're on the website, enter your postal code and hit search. You'll get a list of results with professionals.

 

Here are the steps to unreconcile individual transactions:

 

  1.     Select the Gear icon on the Toolbar.
  2.     Under Your Company, select Chart of Accounts.
  3.     Locate the appropriate account for the transaction.
  4.     From the Action column, select View Register (or Account History).
  5.     Identify the transaction to edit.
  6.     In the reconcile status column (indicated by a check mark), repeatedly select the top line of the transaction to change the status of the transaction.

    Codes indicate the status of the transaction:

  •         C - Cleared
  •         R - Reconciled
  •         Blank - Not cleared or reconciled

    7. Select Save.

 

Let me know how this works out for you. I'll be on standby. :) 
 

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