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gm1231
February 16, 2024
Question

How to delete a reconciliation

  • February 16, 2024
  • 1 reply
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1 reply

G
GebelAlainaM
February 16, 2024

Welcome to the Community, @gm1231.

 

I'll ensure to provide you with the information about deleting a reconciliation in QuickBooks Online (QBO).

 

Currently, there isn’t an option to delete a reconciliation in QuickBooks. However, you can manually undo each transaction from reconciliation.

 

Here’s how:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Select the account that has the reconciled transaction. Then, View register.
  3. Locate the transaction 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. Then select Save.

 

Moreover, if you want to undo an entire reconciliation, you can seek help from your accountant. If you already have an accountant added to your account, they can undo your reconciliation.

 

Please check out this article for further details: Undo or remove transactions from reconciliations in QuickBooks Online.

 

I've added here an article for future reference in reconciling an account, especially when you encounter reconciliation issues: Learn the reconcile workflow in QuickBooks.

 

Please come back if you have follow-up queries. I'm always here to help.

B
bwayne
March 15, 2024

I do not presently have an accountant to do the accountant magic.  Can I go through this procedure repeatedly and then redo the reconciliation. If I  have several reconciliations to redo do I have to delete them in reverse chronological order. Also, I have 3 reconciliations to redo. Should I delete them all and then redo them in order.

 

Thanks

K
KimberlyS
March 15, 2024

I appreciate you joining the thread, bwayne.

 

Let me add information regarding undoing reconciliations in QuickBooks Online.

 

Removing transactions from reconciliation is way easier and faster if you have an accountant to do the work. They have access to essential tools to undo an entire reconciliation.

 

However, since you mentioned you don't have one, you need to manually undo the reconciliation and repeat the process for each of the transactions that have to be unreconciled. You can perform it in reverse chronological order and redo the reconciliation in order.

 

For the detailed steps, you can refer to the one provided by my colleague or visit this article: Undo or remove transactions from reconciliations in QuickBooks Online.

 

On the other hand, you might want to scan this material for guidance on preventing changes from past transactions that could affect your financial reports: Close your books in QuickBooks Online.

 

Feel free to get back in the thread for questions and clarifications about undoing reconciliation or other queries related to QuickBooks Online. We're just around to offer further assistance.

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