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August 15, 2020
Question

How can I delete a reconciliation report

  • August 15, 2020
  • 1 reply
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1 reply

August 16, 2020

Hello there, @teamdelgadoservi.

 

We're unable to delete a reconciliation report in the regular versions of QuickBooks Online. Though, we can manually undo each transaction in the report. I'll guide you how.

 

  1. From the Gear icon, select Chart of Accounts.
  2. Find the account and then click View Register.
  3. Locate the transactions you want to edit.
  4. In the reconcile status column (indicated by a checkmark ✓ ), repeatedly click on the box until it changes from "R" to blank.
  5. Once done, select Save.
  6. Click Yes on the prompt message.

 

For more details about the process, check out this article: Undo and remove transactions from reconciliations.

 

You may also want to consider printing or exporting the reconciliation report. This copy will serve as a guide if you have a problem reconciling the following month.

 

Don’t hesitate to post in the Community again if you have other reconciliation concerns. Have a great day!