Skip to main content
August 19, 2020
Question

How do I delete duplicate and even triplet Bank Reconciliatons without going through the Accountant

  • August 19, 2020
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

August 19, 2020

Hi there, 

 

Sometimes it's necessary to delete duplicate reconciliations and I'd be happy to help steer you in the right direction. QuickBooks is a powerful program which helps automate most of the manual tasks involved with the accounting in your business. 

 

Since you'd like to know how to do this without an accountant, you can undo a reconciliation by manually editing each transaction from the register. Follow the steps below to see how you can do this:

 

   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.

 

In case you're having issues, feel free to contact our support team using this link here. Otherwise, leave a comment below. I'll be one message away.