How to undo reconciliation?

Hello there @pscripter,

I understand that resolving this issue is urgent, and I am here to help you with undoing a reconciliation.

Please note that during the reconciliation process, you can only undo one transaction at a time. If you need to start over completely, it is best to contact your accountant. They have access to a special reconciliation tool in QuickBooks Online Accountant that can undo the entire period at once.

To invite your accountant, please follow these steps:

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

However, if you prefer to do it yourself, you can 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 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 click it repeatedly until it's blank. This removes the transaction from the reconciliation.
6. Select Save and then close your register.

You can find more details in this article: Undo or remove transactions from reconciliations in QBO.

In case you need them while reconciling your accounts, you can bookmark these articles:

• Fix Issues for Accounts You've Reconciled in the Past in QuickBooks Online.
• Fix Issues at the End of a Reconciliation in QuickBooks Online.

Please don't hesitate to contact us if you need anything else in bank reconciliation. We are here to assist you and make sure everything is sorted out.