QuickBooks is a popular and renowned tax computing software which has enhancing features and amazing updates yet the users keep on encountering technical snags like when one tries to undo reconciliation in QuickBooks desktop. Now to do it, you are supposed to follow and apply few important steps and instructions, you can go through the steps to know more about the same.
What could be the possible factors to undo bank reconciliation?
There are different factors to undo reconciliation and few of them are given below. Have a look!
- Maybe the payment was recorded for an inappropriate date
- Maybe a transaction was appropriately checked off and have not been cleared
- The bank reconciliation is forced and need to be done in a correct way
- Maybe the bank statement date was incorrect
How can I undo or delete a reconciliation of an account?
To undo or delete a reconciliation of an account, you are supposed to follow and apply the steps and instructions that are given below:
- First of all, you must go to the banking which is located at the left menu
- Now, you must choose banking which is on the top
- Now, you should choose the account which is at the top
- Now, you must select go to register/account history
- Then, you should search for the transaction which you need to reconcile but just one at a time
- Now, you should highlight tab on the transaction
- After this, you must tap on R which is on the tap line of transaction which is located between the amount and deposit or charge and payment amount
- Then, just by clicking in this field this will allow you to change the status of transaction to the desired status from blank=unreconciled to C=cleared
- Now, you must click on save button
- And then a pop will display
- Now, you must click on yes button
Steps to undo bank reconciliation in QuickBooks online accountant version
- Firstly, you should click on the gear icon
- Now, after that, you must click on reconcile which is under tools
- Now, you are supposed to select the bank account that you want to undo reconciliation
- Now, you should keep your mouse over reconciliation month that you wish to undo
- Now, at that time, you will notice an Undo button which is located at the right of the auto change column
- Now, you must simply click on undo button
- Now, a message will appear on your computer screen
- Now, you must click on Ok button here
- Abd then, you will see a displayed message
- Finally you must click on OK button
Go through the blog and steps to gather more information and knowledge. It is also true that the users often get stuck with issues when they try to record a loan payment in QuickBooks or QuickBooks error 12029. Go through the steps to know more about the same.