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November 18, 2019
Question

I created a deposit entry for HST tax refund - not aware there is an accounting section in QB on line - how do I fix this as already reconciled

  • November 18, 2019
  • 1 reply
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1 reply

November 18, 2019

Hi Sarah,

 

It's good to hear from you again. I'd be happy to share more info on this. 

 

If you'd like to edit a reconciled transaction, you'd have to unreconcile it first so you can edit it. Here's how to unreconcile in QuickBooks:

 

   1. Select the Gear icon on the Toolbar.
   2. Under Your Company, select Chart of Accounts.
   3. Locate the appropriate account for the transaction.
   4. From the Action column, select Account History.
   5. Identify the transaction to edit.
   6. In the reconcile status column (indicated by a check mark), repeatedly select the top line of the transaction to change the status of the transaction.

        Codes indicate the status of the transaction:
             - Cleared
             - Reconciled
             Blank - Not cleared or reconciled

   7. Select Save.
 

For additional tips on how to avoid undoing a reconciliation, take a look at this article: Avoid undoing a reconciliation. To see a more in-depth explanation of how to manually undo a reconciliation without an accountant, check out this article: How to unreconcile a transaction or undo a reconciliation.

 

Let me know if you have other questions. I'll be on standby.