Banking
My pleasure to have you here today, @crmbookeeper. Let me explain to you about the uncleared items on your reconciliation.
The system generates your reconciliation report every time you finished your reconciliation. It is a saved report which can't be modified.
The uncleared checks and deposits are those items that are not included in that reconciliation period. I'm adding these screenshots as your visual reference.
If you need to clear the transactions during that reconciliation, you can ask your accountant to undo the process, then reconcile your transactions again.
Here's how:
- Go to the Gear icon, then click on Reconcile.
- Tap on the History by Account link.
- Select the reconciliation, then tap on Undo under Action.
Once done, go back to the Reconcile page, then select all the items on the list.
When you finished your reconciliation, the report will no longer display uncleared items.
For more tips while managing your reconciliation in our system, you can open this article: Reconcile an account in QuickBooks Online.
The same material will guide you on how to modify your completed reconciliations.
If you have follow-up questions, let me know by leaving a comment below. I'm more than happy to help you again. Have a good one!
