How to change the status of a check from Cleared to Uncleared in the bank reconciliation?

Hello christina-chen,

Reconciling your books on a regular basis is the best way to keep everything balanced as you go. You'll always know exactly what things look like, and you'll be able to easily identify discrepancies before they become a problem. Reconciliations have historically been a major cause of stress for small businesses, but QuickBooks Online makes it easy. While the system is designed to focus on the transactions included on a saved reconciliation, we can easily update the status of individual transactions to correct them. I can guide you through this.

The quickest way to manage a transaction's reconcile status is directly from the bank register. You can access this at any time in just a few simple steps:

1. Head to your Accounting tab on the left and select Chart of Accounts.
2. Find the bank account in questions, then click on Account history from the Action column.

You'll be given an overview of all transactions affecting this account. The information we're looking for is found in the column with a checkmark as the header, with many transactions also having two green rectangles. This is the field that displays a transactions status, with the following options:

• An empty field in this column means the transaction is neither cleared nor reconciled. It won't affect your bank reconciliations unless manually selected in the reconciliation screen.
• C means the transaction is cleared, but not reconciled. These transactions will appear on your next bank reconciliation, but won't have any effect on your beginning balance. Transactions matched with the bank feed are cleared by default.
• An R means reconciled, and the transaction will be included in the beginning balance. 

To edit the status, simply click on the field a few times then click Save. Please reach out to your accountant if you're unsure what the status should be. You can easily invite your accountant as a user to approach this together. To search for a pro in your area, simply head to the My Accountant tab in QuickBooks Online then click on Find a pro to help. 

Feel free to reach out if there's anything else I can help you with.