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September 4, 2025
Question

How can I delete or open a bank reconciliation that was closed prematurely.

  • September 4, 2025
  • 1 reply
  • 2 views

Is there a way to open a reconciled bank reconciliation that should not have been closed. It was closed today for Sept 30 and needs correcting

1 reply

QuickBooks Team
September 4, 2025

Thanks for reaching out, Jane. I’d be happy to help you sort this out.

 

When you mention "closed prematurely," it sounds like you might mean one of two situations: either you exited the reconciliation screen without finalizing it (by clicking Finish now), or you fully finalized the reconciliation before realizing there was an issue. 

 

If you didn’t click Finish now or Closed without saving, this means the reconciliation hasn’t been completed yet.  So you can simply reopen it and pick up where you left off. Here's how:

 

  1. Go to the Gear Icon.
  2. Select Reconcile, and select the bank account.
  3. Click on Reconcile or Resume reconciling.
     

If you did click finish reconciling, here's how you can fix it:

 

  • If the ending balance is correct based on your bank statement for that month, you can manually adjust the transactions that need editing or were missed, even without an accountant. For detailed guidance, refer to this article: Undo or remove transactions from reconciliations in QuickBooks Online.

  • If the ending balance is incorrect, we'll need to undo the entire reconciliation. This requires help from an accountant with access user to the Undo Reconciliation tool. Here's how you can invite one: Add accountant users.
     

If you have additional questions about reconciliation, please leave a reply below. The Community is always here for you.