Skip to main content
January 23, 2022
Question

how to stop the reconciliation process so i can see all transactions?

  • January 23, 2022
  • 1 reply
  • 0 views

QBO plus

i want to add classes to all transactions.

i need to be able to see all transactions and right now can only see the ones that arent categorized.

how do i stop the reconciliation process or see all transactions?

 

also am not going to use tags.

is there a way to get rid of the tags field when entering checks to save the fields?

1 reply

JenoP
January 23, 2022

Let's get this sorted out so you can reconciliation , JW12941.

 

Although, I'd also like to also if you want to undo the previous reconciliation in your first question? If so, let me share the steps on how to unreconcile a transaction:

 

  1. Open your bank register.
  2. Find the transaction. If the transaction is reconciled, you’ll see an “R” status in the checkmark column.
  3. Select the transaction to expand the view.
  4. Proceed to the checkmark column, then keep clicking the box with the “R” until the box is blank. This removes the transaction from the reconciliation.
  5. Click Save.

 

You can read more details about this process in this article: Undo or Remove Transactions From Reconciliations in QuickBooks Online.

 

Second, let me share this guide on how to turn assign classes to your transactions: Get Started with Class Tracking in QuickBooks Online

 

Third, you can follow these steps on how to turn off the tagging feature: 

 

  1. Go to the Gear or Settings ⚙ icon and select Account and Settings.
  2. Proceed to the Sales tab.
  3. In the Sales form content section, turn off Tags. Then, select Save.
  4. Proceed to the Expenses tab.
  5. Go to the Bills and Expenses section, then turn off Show Tags field on expense and purchase forms.
  6. Click Save, then select Done.

 

Lastly, allow me to share a couple more articles that can serve as additional guidance when reconciling accounts in QBO: 

 

 

Don't hesitate to reach out to us again if you need anything else. We're always here to offer our help anytime of the day.