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Anonymous
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Let me chime in on this thread to help you unreconcile your accounts in QuickBooks Online (QBO), @gggrammi.

 

I understand how you wanted to do that easily. However, there are several ways we can do that. First, suppose you're currently utilizing QuickBooks Online Accountant (QBOA).

 

In that case, you can undo a reconciliation without having to go through the register and manually amend each transaction by using the Undo a reconciliation tool. To see a visual walkthrough of the steps, click this article: Undo a client’s reconciliation in QuickBooks Online Accountant.

 

Otherwise, you’ll have to manually unreconcile each transaction to undo the reconciliation. Let me walk you through the step-by-step process: 

 

  1. Go to the Accounting tab on the left panel and select Chart of Accounts.
  2. Pick the account you’re working on, and click on View Register.
  3. Select the transactions you want to unreconcile.
  4. Keep clicking the R status until it shows blank or cleared (C).
  5. Click on Save.
  6. Choose Yes in the confirmation window. 

 

Unreconcile Transactions.PNG

 

Since you mentioned above that you’d be undoing a reconciliation for several months, you should keep in mind that you must begin with the elderly months. That said, we’ll have to clear the transactions from previous months before we proceed to the next month, at the latest. It also helps to get a clean slate with the changes.

 

To provide more information about unreconciling transactions, I also added an article. Before completing any of the stages, I advise speaking with your accountant. To make sure your records are in order, do this.

 

Furthermore, learn to view, print, or export a reconciliation report by checking out this article: How do I view, print, or export a reconciliation report?

 

If you have additional concerns about undoing a reconciliation, please don’t hesitate to add them here. I’ll be right over to assist you. Stay safe!

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