How do I cancel or void a reconcilliation

Hi there, 

Undoing a reconciliation is a good way to make sure your books are in order. You've reached the right place for help and I'll be happy to show you how to accomplish that on your end.  

If you added a reconciliation by mistake, don't worry, check out this helpful article which has more info on fixing that.

Only QuickBooks Online Accountants have the ability to undo and entire reconciliation. If you're using just QuickBooks Online, you can undo the reconciliation of each transaction individually but not an entire reconciliation at once.

 Follow these steps to remove individual transactions you added to a transaction on accident.

Keep in mind, even small changes can unbalance your accounts. To minimize the impact, you can only unreconcile one transaction at a time. If you need to completely start over, reach out to your accountant to undo the entire reconciliation.

Step 1: Review your account

There are a few reasons why you may need to unreconcile a transaction:

• You reconciled it on accident and it wasn't on your bank statement.
• It's matched to the wrong downloaded transaction in QuickBooks.
• It's an error and needs to be deleted.

Before changing anything, make sure you're making the right changes. Review the opening, beginning, and ending balances for the account holding the transaction. This will help you find the root of the issue and decide if you need to make changes.

• Fix opening balance issues in QuickBooks Online
• Fix beginning balance issues in QuickBooks Online
• Fix issues while you're reconciling in QuickBooks Online

After you've reviewed your opening, beginning, and ending balances, move on to Step 2.

Step 2: Unreconcile a transaction

When you know what you need to change, you can edit the transaction:

1. Go to the Accounting menu. Then select Chart of Accounts.
2. Find the account and select  Account history.
3. Select the transaction you want to unreconcile.
4. Review the check column. If the transaction is reconciled, you’ll see an “R.”
5. Select the box and keep clicking it until the box is blank. This removes the transaction from the reconciliation.
6. Select Save. Then close your register.

Next steps: Make more changes

Your accounts should now be balanced and accurate.

If you made an adjustment to a past reconciliation, or still have problems with your reconciliations, reach out to your accountant. This can get tricky and they know how to handle the next steps. Don't have an accountant? We can help you find one.

To learn more about reconciling and related errors, start with our reconcilation guide. In case you have other questions, feel free to contact our support team using this link here.