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L
Lhorie27
February 9, 2022
Question

Reconciliation

  • February 9, 2022
  • 1 reply
  • 0 views

Hi! I would like to undo the reconciliation that I made, but there is no undo option upon checking. Is there another way to undo the reconciliation? Thanks

1 reply

R
rvrfrf
February 9, 2022

Welcome back to the Community, Lhorie27.
 

You can undo a reconciliation by manually editing each transaction.
 

Here's how:

  1. In your left navigation bar, go to Accounting, then Chart of accounts.
  2. Find the account you're working with, then choose View Register in your Action column.
  3. Identify which transaction(s) to edit.
  4. Locate the reconcile status column (indicated by a ✔ icon) and repeatedly click your top line of the transaction to change its status to Blank. C means Cleared, R means Reconciled, and Blank means Not cleared or reconciled.
  5. Select Save after making your changes.


I've also included a detailed resource about undoing reconciliations which may come in handy moving forward: Undo or remove transactions from reconciliations
 

Please feel welcome to send a reply if there's any additional questions. Have an awesome Wednesday!

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