Good morning, @Ron4082.
Thank you for taking the time to follow along with the thread and sharing your concerns.
If you’re currently using QuickBooks Online Accountant, you can use the Undo a reconciliation feature to unreconcile previous transactions without manually editing individual transactions from within the register. However, if you're not using QuickBooks Online Accountant, you'll need to unreconcile each transaction from the register. I've included some steps to unreconcile both ways below.
QuickBooks Online Accountant:
- Go to the Accounting menu.
- Select the Reconcile tab.
- Click History by account.
- Choose the account you want to reconcile and the date range from the dropdowns.
- Find the reconciliation on the list.
- Tap on View report to open the Reconciliation Report.
- Review any discrepancies and changes your client wants to make.
- When you’re ready, select the dropdown in the Action column, and then choose Undo.
- Hit Yes and then Undo to confirm.
Non-accountant:
- Go to the Accounting tab on the left panel.
- Under Your Company, select Chart of Accounts.
- Choose the account you’re working on, and click on View Register.
- Select the transactions you want to unreconcile.
- Keep clicking the R status until it shows blank or cleared (C).
- Click on Save.
- Choose Yes in the confirmation window.
I also wanted to include additional information about resolving issues at the end of reconciling. Check out Fix issues at the end of a reconcile in QuickBooks Online to review this information.
For additional details about undoing reconciles and individual transactions, check out the help articles I've included below.
Please let me know if you have any questions or concerns. I'm always here to lend a hand. Take care and have a great day!
