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How to undo or delete a reconciliation in QuickBooks online?

Author: Alex Luis
by Alex Luis
Posted: Mar 15, 2024

Mistakenly reconciled an unwanted transaction or entered a wrong date or an incorrect statement date? Well, this is where the need to online arises. You might also require to undo or delete a reconciliation when the balance sheet doesn’t match the bank statement following a monthly reconciliation. It is possible to undo or delete a reconciliation using a handful of steps. To learn what this steps are make sure to read this post till the end. Or you can further connect with our team at +1-844-499-6700, and ask our certified QuickBooks ProAdvisors provide you with immediate support and assistance.

Steps to undo or delete a reconciliation of an account

One can easily perform the below steps to undo or delete reconciliation of an account.

  • To begin with, head to the banking menu
  • Now, select banking and also the account tabs.
  • The next step is to go to register/account history after the action column.
  • Once done with that, search for the transaction that you need to reconcile but ne at a time.

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  • Click on highlight tab.
  • And then press R.
  • By clicking on this field, you will be able to change the status of the transaction to the desired status from blank=unreconciled to C=cleared.
  • Once done with that, click on save tab.
  • A pop up will show up on the screen, where you need to click on yes tab.

Steps to undo reconciliation manually

You can try to undo a reconciliation manually using the set of steps enumerated below:

  • Begin with click on the gear icon and also go for the chart of accounts tab.
  • Now, look for account row that you wish to see.
  • After that, head to the account history/view register.
  • Spot the particular account you wish to edit and then move to the reconcile status shown by the checkmark.
  • The last step is to choose the top mark to change it. Select C for cleared, R for reconcile, and blank for neither cleared nor reconciled.

Conclusion!

You might need to undo a reconciliation when the payment got recorded for an inaccurate date or when a transaction was appropriately checked off and discovered that it had not cleared yet. Hopefully, the above steps might be of some help in undoing or deleting a reconciliation in QuickBooks. However, if there is any query regarding the same, or if you need our assistance at any point in time, then in that case, feel free to reach out to our technical support team at +1-844-499-6700, and our experts will answer all your queries immediately.

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About the Author

My name is Alex Luis. I have been in the accounting industry for a good time now and work towards resolving all type of accounting issues at QB Error Support, especially associated with QuickBooks accounting software.https://www.hostdocket.com/

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Author: Alex Luis

Alex Luis

Member since: Mar 06, 2024
Published articles: 10

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