PDFelement: PDF Editor, Scanner
Edit, Convert, Annotate PDF
Edit, Annotate PDF

Undo reconciliation In QuickBooks Online

author avatar

2024-04-18 14:00:40 • Filed to: Quickbooks Solution • Proven solutions

Reconciliation is an integral part of account balancing, and doing it yourself may pose more problems than solution. QuickBooks accounting software allows you to reconcile your accounts, undo reconciliation without doing anything manually. This helps to cut back much time that would have been wasted doing it manually.

However, to state the steps one need to follow to reconcile, this article will still cover the manual process to undo reconciliation.

How to Undo Reconciliation Manually

  • Select the gear icon then click chart of accounts.
  • Search for the account row you wish to view and select account history or view register.
  • Then you identify the particular account you want to edit and then go to the reconcile status which is usually indicated by a check mark beside it.
  • Select the top mark to change it.
  • Note that
    • C – cleared
    • R – Reconcile
    • Blank – Neither cleared nor reconciled

    How to Undo Reconciliation Entirely

    Before you can undo an entire Quickbooks online undo reconciliation, you first have to edit every transaction manually. To that, you need to use your bank statement and (or) reconciliation report to verify which transaction requires reconciliation. After you have done, you can then proceed to undo your reconciliation.

    • Click on the gear icon at the top and select reconcile.
    • At the top of the screen, click on history by account, this will display the page for history by account.
    • Click on the account you want to edit and select report period. You can find the required account by looking at the ending date on the statement.
    • Click on the action column and select undo from the drop-down list.
    • A confirmation will pop up which you review and click on yes to continue.
    • Click on Ok.

    Note: when you undo reconciliation, all the reconciliation that comes after the date will automatically undo too.

    How to Recover a Deleted Transaction

    There is no regular way to recover a deleted transaction in your QuickBooks; however, you can follow the steps below to accomplish such task.

    • For transactions posted to your ledger, click on reports and select account and taxes.
    • Then you click on voided/deleted transactions.
    • Then you need to enter the date you deleted the transaction and re-enter the transaction.
    • For transactions like sales order and purchase order can’t be recovered using the steps mentioned above, since they are not posted to the ledger.

    Best Alternatives to QuickBooks: FreshBooks

    FreshBooks is an awarding winning accounting software developed with excellent cloud accounting app. Suitable for small business and freelancer and a great customer support system to make your integration smooth and easy. It is available in about five languages and is supported by many devices; so you rest assured of its function irrespective of where you are.

    Try Freshbooks for Free >>>
    undo reconciliation in quickbooks online

    Some of its notable features include,

    • Invoice customization.
    • Enable you to put your business on autopilot.
    • Ability to accept payments from credit cards.

    That and many more is what made FreshBooks one of the best alternatives to QuickBooks in the marketplace.

Free Download or Buy PDFelement right now!

Free Download or Buy PDFelement right now!

Buy PDFelement right now!

Buy PDFelement right now!

Up to 18% OFF: Choose the right plan for you and your team.

PDFelement for Individuals

Edit, print, convert, eSign, and protect PDFs on Windows PC or Mac.

Perpetual Plan
$129.99 $159
$129.99 $159
PDFelement for Team

Give you the flexibility to provision, track and manage licensing across groups and teams.

Perpetual Plan
$139/user $159
Contact us to learn more about the custom services we can do for you.
author avatar

Elise Williams

chief Editor

(Click to rate this post)

Generally rated4.5(105participated)

Home > Quickbooks Solution > Undo reconciliation In QuickBooks Online
Increase your productivity today.