How to undo the reconciled statement date if you chose the wrong date

Hi there, 

I know how important the reconciliation process is for your bookkeeping. If you've entered an incorrect date and need to edit a reconciliation that's already been completed, there's a couple of ways to do this in QuickBooks Online. I'd be happy to shed some light on this for you. 

If you're connected to an accountant in QuickBooks Online, your accountant can undo or delete completed reconciliations. If you're not yet connected to an accountant and this is something you'd like to explore, feel free to search for one in your area here: Find a ProAdvisor.

If you're not working alongside an accountant, you can undo a reconciliation by manually editing each transaction from the register. Follow the steps below to see how you can do this:

   1. Select the Gear icon on the Toolbar.
   2. Under Your Company, select Chart of Accounts.
   3. Locate the appropriate account for the transaction.
   4. From the Action column, select Account History.
   5. Identify the transaction to edit.
   6. In the reconcile status column (indicated by a check mark), repeatedly select the top line of the transaction to change the status of the transaction.

        Codes indicate the status of the transaction:
             C - Cleared
             R - Reconciled
             Blank - Not cleared or reconciled

   7. Select Save.
 

For additional tips on how to avoid undoing a reconciliation, take a look at this article: Avoid undoing a reconciliation. To see a more in-depth explanation of how to manually undo a reconciliation without an accountant, check out this article: How to unreconcile a transaction or undo a reconciliation.

If you have any other questions, please feel free to reach out to our tech support team.

Have a great weekend!