I appreciate you joining the thread, Dunstan.
I understand the importance of undoing a reconciliation in QuickBooks. Let me share more details about it.
The option to undo whole reconciliation process in a QuickBooks Online account is unavailable. However, you can only unreconcile one transaction at a time to lessen the damage.
If you need to start over, you need to consult with your accountant. They can undo the entire period at once using QuickBooks Online Accountant. They have this option to ensure your books are in good shape and to avoid messing up your accounts.
To invite your accountant:
- Click the Gear icon in the upper-right corner and select Manage Users.
- Go to the Accountants tab and click the Invite button.
- Enter the accountant's information.
- Click Save.
- Then, let your accountant undo the entire reconciliation.
Here's how to undo reconciled transactions one at a time:
- Go to the Gear icon.
- Select Chart of Accounts.
- Select the account that has the reconciled transaction. Then, View register.
- Locate the transaction to edit.
- In the reconcile status column (indicated by a checkmark), repeatedly click the box until it changes from "R" to blank.
- Then select Save.
Please check out this article for visual reference: Undo or remove transactions from reconciliations in QuickBooks Online.
I've added here some articles for future reference for the whole process of reconciling an account and managing a reconciliation report:
Please come back if you need any further assistance with this process. I'm always here to help.
