how to delete reconciliation in quickbooks

If you made an adjustment to a past reconciliation or still have problems with your reconciliation, reach out to your accountant. This can get tricky and they know how to handle the next steps.ĭon't have an accountant? We can help you find one. Your accounts should now be balanced and accurate. Next steps: Fix other reconciliation errors This removes the transaction from the reconciliation.

In the checkmark ✔ column, select the box with the “R” until the box is blank.

Select the transaction to expand the view.

If the transaction is reconciled, you’ll see an “R” in the checkmark ✔ column.

Find the account that has the reconciled transaction.

Go to Bookkeeping or Accounting, then select Chart of accounts ( Take me there).

When you know which transaction you need to change, here's how to edit and unreconcile the transaction:

If you're unsure, we recommend talking to your accountant before making changes. You might have reconciled it by accident, or it's an error and needs to be deleted. There are a few reasons for unreconciling a single transaction. We recommend reviewing your opening, beginning, and ending balances first to be sure you’ve ruled out any possible errors. Or sometimes the beginning balance or ending balance on the account for the period you’re reviewing was entered wrong. If an account isn't balancing correctly after a reconciliation, there could be an issue with the original opening balance on the account. Only accountants can undo entire reconciliations. If you need to completely start over, reach out to your accountant. To minimize the impact, you can only unreconcile one transaction at a time. Keep in mind, even small changes can unbalance your accounts. To watch more how-to videos, visit our video section.

How to delete reconciliation in quickbooks