Banking
Thanks for checking this with us, Marion3.
The undo reconciliation feature is exclusive only in QuickBooks Online Accountant. If you're not using this, you'll need to manually edit the transactions within the register to undo the reconciliation. Also, you can do this process all by yourself. Let me show you how:
- Go to the Accounting menu. Then select Chart of Accounts.
- Find the account and select Account history or View register.
- Select the transaction you want to unreconciled.
- Click the box with "R" and keep clicking it until the box is blank. This removes the transaction from the reconciliation.
- Select Save.
Feel free to read through this article for the entire process on how to undo reconciliation: Undo and remove transactions from reconciliations in QuickBooks Online.
In addition to that, you can have these links about the reconciliation process in QBO:
If you run into any issues with reconciling, here's a guide for instructions on how to fix it: Fix beginning balance issues if you've reconciled the account in the past QuickBooks Online.
In case you'd like to run some financial reports like Profit and Loss or Balance Sheet, you can click the links provided.
Lastly, to ensure your books are accurate and to avoid issues when fixing errors in reconciliation, you'll want to double-check it with a professional. If you don't have an accountant, you can find one by clicking on this article: Find an accountant.
The Community is always open if you have other questions. I'll be around to help. Have a good one.
