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March 3, 2022
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How do you undo a bank reconciliation?

  • March 3, 2022
  • 12 replies
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Original commenter did not share additional details
Best answer by LieraMarie_A

I have all the steps to undo your reconciliation, @catherine-conner.

 

You can only un-reconcile one transaction at a time. If you need to start over, I'd suggest reaching out to your accountant. They can undo the entire period at once using QuickBooks Online Accountant.

 

Here's how to invite your accountant:

  1. Click the Gear icon in the upper-right corner, and select Manage Users.
  2. Go to the Accounting firms tab, and click the Invite button.
  3. Enter the accountant's information.
  4. Click Save.
  5. Let your accountant undo the entire reconciliation.

 

If you prefer to do it by yourself, follow these instructions to undo reconciled transactions one at a time:

  1. Go to the Accounting menu. Then select Chart of Accounts.
  2. Find the account and select View register
  3. To help you focus on this task, filter the register to only include the last 60 days of transactions.
  4. Review the check column. If the transaction is reconciled, you’ll see an “R.”
  5. Select the box and keep clicking it until it's blank. It removes the transaction from the reconciliation.

     

  6. Select Save. Then close your register.

 

I've added here an article that will help you in case you encounter reconciliation issues: Fix issues when you're reconciling accounts.
 

If you want hands-on help, you can get a QuickBooks-certified bookkeeper to show you how to do reconciliations and other tasks: Check out QuickBooks Live.

 

Please come back if you need any further assistance with this process. 

12 replies

April 17, 2024

[removed]

March 6, 2025

I started to do a reconciliation but had the wrong account selected when I entered the ending balance and date. There were no transactions checked off as I realized the mistake immediately when it opened. Now, that account just shows to resume the reconciliation that I have not done anything in. Will it continue to show that until next month when I change the ending the balance and date or can I cancel the reconciliation that was started?

March 6, 2025

Hi there, @AndreaMK.

 

I know a way to restore your original account before starting the reconciliation in QuickBooks Online (QBO). This will allow us to remove the resume reconciling button from the page.

 

Since no transactions were checked off, we can close the reconciliation page without saving it. This action will revert all transactions to their original state when you open the session again. We can begin by following these steps:

 

  1. Go to the Transactions menu and select the Reconcile tab.
  2. Choose the Account where you mistakenly added an ending balance and date from the dropdown.
  3. Click on Resume reconciling.
  4. Hit the Save for Later dropdown arrow and select Close without saving.
  5. Click Close without saving in the prompt message to finish.

     

Once done, you can refer to this article for guidance on reconciling the correct account and preventing any discrepancies: Reconcile an account in QuickBooks Online.

 

You can also check this reference if you encounter issues after reconciling your account: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

Additionally, our QuickBooks Live Expert Assisted service can help you navigate the reconciliation process, ensuring you have entered the correct details in the appropriate fields.

 

Feel free to reply to this conversation if you need further assistance managing your accounts and categorizing your transactions, @AndreaMK. The Community is always here to support you. Stay well!