Banking

Hello there, johnrebuffreality.

You can edit the information on your reconciliation by clicking Edit info on the reconciling page if you haven't finished it yet.

However, if the reconciliation is done, you'll need to undo the reconciliation through the QuickBooks Online Accountant version.  Once your accountant is invited by you to see your company data, then you can follow the steps below. 

To undo a reconciliation using Accountant version:

1. Click the Gear icon and then Reconcile under "Tools." 
2. Select the Reconcile tab and then History by account. 
3. Press History by account. 
4. Choose Account and Report Period. 
5. From the drop-down arrow beside View report, pick Undo. 
6. Click Yes to confirm and then Undo.

 This can be done by manually editing the transactions within the register. I'll show you the steps below:

1. Go to the Accounting menu. Then select Chart of Accounts.
2. Find the account and select Account history or View register.
   
3. Select the transaction you want to unreconciled.
4. Click the box with "R" and keep clicking it until the box is blank. This removes the transaction from the reconciliation.
5. Select Save.
   

Feel free to read through this article for the entire process on how to undo reconciliation: How to Unreconcile a Transaction or Undo a Reconciliation.

However, I'd still recommend checking with your accountant for more guidance on how to handle this situation.

It's that simple! Here are a few extra articles that can help you along the way: 

• Reconcile an account in QuickBooks Online
• Learn the reconcile workflow in QuickBooks

• Fix issues when you're reconciling accounts in QuickBooks Online
  
  

Should you need further assistance with reconciliation, don't hesitate to visit us again in the Community. Have a splendid day!