Thanks for joining the thread. Let me assist you with undoing your reconciliation in QuickBooks Online (QBO).
You can manually undo transactions to enable the option to edit them. Kindly review the reconciliation report for you to know what transaction you want to edit. When you know which transaction you need to change, here’s how to amend and unreconcile a transaction.
- Select Accounting.
- Select the Chart of accounts tab.
- Find the account that has the reconciled transaction. Then select View register.
- Find the transaction. If the transaction is reconciled, you’ll see an “R” in the checkmark column.
- Select the transaction to expand the view.
- In the checkmark column, select the box with the “R” until the box is blank. This removes the transaction from the reconciliation.
- Select Save.
- Close the account register.
Once done, here’s how you can edit the dates.
- Select the transaction you want to edit.
- Under the date column, click the date of the transaction and select the correct dates.
- Click Save.
- A message will prompt you to confirm the changes, and then you can select Yes to confirm them.
If your accountant is also using QBO, you can also request to undo the reconciliation.
Additionally, I added the following articles for your future reference when doing your banking transactions.
Feel free to leave a comment below if you need further assistance with banking transactions. The Community always has your back. Stay safe!
