Reconciliation means comparing two sets of records to check for discrepancies. QuickBooks users are advised to regularly reconcile their QB balance sheet and bank reports to make sure that the figures added are correct and in agreement. In situations where there are some disparities, users need to undo reconciliation in QuickBooks. The method of reconciliation is different for both QuickBooks Desktop and Online users.

Looking for answers on ‘how do I undo a reconciliation in QuickBooks Desktop’? Call an expert at +1(855)-738-0359, and they will provide you with step-by-step guidance for the same.

Reasons to Undo Reconciliation in QuickBooks Desktop

There can be many reasons to undo reconciliation in QuickBooks Desktop based on mistakes made while adding bank transactions to your books or performing the reconciliation steps. These are the steps you need to follow:- 

• There were some mistakes made while performing reconciliation in QuickBooks.
• There are some ambiguous transactions in your QuickBooks books.
• Bank statements have recorded incorrect dates.
• Payment data was recorded erroneously.

Also Read: QuickBooks Error 6073 and 99001

The Process to Undo Reconciliation in QuickBooks

The method to undo reconciliation in QuickBooks is different for QuickBooks Desktop and Online versions. You also have an option to perform manual reconciliation within the QuickBooks application itself. Let’s look at these methods in detail:- 

Undo Reconciliation in QuickBooks Desktop

You are required to log into your Windows account from an admin profile in order to complete the reconciliation process. This is the method you need to follow:- 

• Log into Windows from an admin profile and run QuickBooks Desktop.
• Now open your company file and click on the Banking tab.
• From the Banking window, tap on the Reconcile Now option.
• Finally, click on Undo Last Reconciliation.

Undo Reconciliation in QuickBooks Online

You are required to select the bank account for which you want to reconcile in QuickBooks Online. These are the steps you need to follow to undo reconciliation:-

• Log into your QuickBooks Online account and tap on the Banking menu.
• Click on Registers and select the bank account from the Register name menu. 
• Choose the transaction for which you want to undo a reconciliation.
• Remove the letter R and your transaction will no longer be reconciled. 

Manually Undo Reconciliation in QuickBooks

You can use abbreviations in order to sort out transactions that are cleared or require reconciliation. These are the steps you need to follow:- 

• Open your Chart of Accounts where your history is visible.
• Choose the account that you want to edit.
• Move to Reconcile status and check if it has a tick mark or not.
• Edit the status by selecting the top mark.
• Consider abbreviations – c(Cleared), r(reconcile) and blank for neither cleared nor reconciled. 

So now we hope you have an answer to the question ‘How Do I Undo A Reconciliation in QuickBooks Desktop or Online.’ If you find certain disparities or any wrong transaction, QuickBooks also allows you to delete that transaction from your application’s Chart of Accounts. If you still have some doubts or are stuck somewhere, reach an expert at +1(855)-738-0359 and they will fix it for you. 

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