I have reconciled my visa account, and it is complete. But have a few items from years past that require clearing. (Before my time) How can I clear them? TIA

Hi pearson-m,

Congratulations on reconciling your Visa account! Sometimes it's necessary to make clear other items from the past and I'll be happy to steer you in the right direction. The good news is QuickBooks is designed to make the process as seamless as possible for you and I'd be glad to share more information. 

In order to make edits to past reconciled transactions, you'll have to unreconcile it first, make the necessary adjustments, then reconcile it again so your books balance properly. I highly recommend connecting with your accounting professional for expert advice on how to best handle this situation. If you need to unreconcile an entire reconciliation at once I'd highly recommend doing it through a ProAdvisor/accounting professional that has access to QuickBooks Online Accountant. They have the right tools and resources to automatically unreconcile transactions in bulk.

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. However, if you've got access to QBO Accountant, you can check out this article which shows you how to: Undo a client’s reconciliation in QuickBooks Online Accountant.

If you don't have access to 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 checkmark), 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.

Let me know if this info helps. I'll be here if you need anything else.