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Tumbleweed99
June 2, 2021
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Unreconcile three months of bank statements in QuickBooks Desktop Pro

  • June 2, 2021
  • 1 reply
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I need to make a correction which is three months back.  How do I unreconcile three months of bank statements in QuickBooks Desktop Pro?

Best answer by JoesemM

Thanks for getting back to us, @Tumbleweed99. Allow me to chime in and share additional details about unreconciling transactions from previous months.

 

Yes, you can still unreconciled from multiple months back and repeat each process to clear the transactions. Just ensure to create a backup file of your current status before doing any changes.

 

Also, it would best if you consult your accountant if undoing the transactions is the best option for you or they can suggest another way to fix the reconciliation. If you don't have one, no worries. Here's a link so you can find one near you: Find ProAdvisor. 

 

Then follow the steps shared by my colleague Archie_B to undo the reconciliation. Also, please note that undoing previous reconciliation also removes the cleared status of all its transactions, service charges, interest, and balance adjustments. 

 

Once done, unreconciling, you may refer to this article on how to reconcile your account: Reconcile your bank account with QuickBooks.

 

Feel free to read through this article for details on how to fix reconciliation issues in QuickBooks Desktop:

 

 

Please let me know if I can be of any help with your reconciliation in QBDT. I'm here to help you achieve your goals. Take care always.

1 reply

A
Archie_B
June 2, 2021

Thank you for reaching the Community, Tumbleweed99.

 

I understand how important it is to stay accurate with your QuickBooks balance and how crucial it is to match it with your bank statement. 

 

Prior to undoing a reconciliation, I recommend that you create a backup copy of your company file and reach out to an accountant. You can also check and print out your previous reconciliation report, just in case you need them for historical data. 

 

Here's how you can undo reconciliation in QuickBooks Desktop:

 

  1. Go to Banking menu.
  2. Choose Reconcile.
  3. Then click the button Undo Last Reconciliation.

 

You can check this article for more information about fixing reconciliation in QuickBooks Desktop.

 

Here's a link for related post and articles that you can use as a future reference: Reconcile your bank account with QuickBooks.

 

Post your concerns or click the reply button for any follow-up questions and clarifications. I'll be in touch. Have a good one.

T
Tumbleweed99Author
June 2, 2021

I understand that I am able to unreconcile one month, the prior month.  What I was unclear on was whether I can unreconcile multiple months back.  

 

If I can unreconcile multiple months back, do I just repeat the "unreconcile" process as many times as necessary?

 

Thanks!

JoesemM
JoesemMAnswer
June 2, 2021

Thanks for getting back to us, @Tumbleweed99. Allow me to chime in and share additional details about unreconciling transactions from previous months.

 

Yes, you can still unreconciled from multiple months back and repeat each process to clear the transactions. Just ensure to create a backup file of your current status before doing any changes.

 

Also, it would best if you consult your accountant if undoing the transactions is the best option for you or they can suggest another way to fix the reconciliation. If you don't have one, no worries. Here's a link so you can find one near you: Find ProAdvisor. 

 

Then follow the steps shared by my colleague Archie_B to undo the reconciliation. Also, please note that undoing previous reconciliation also removes the cleared status of all its transactions, service charges, interest, and balance adjustments. 

 

Once done, unreconciling, you may refer to this article on how to reconcile your account: Reconcile your bank account with QuickBooks.

 

Feel free to read through this article for details on how to fix reconciliation issues in QuickBooks Desktop:

 

 

Please let me know if I can be of any help with your reconciliation in QBDT. I'm here to help you achieve your goals. Take care always.

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