Accounting & Bookkeeping & Small Business Forum

[austinaccountant]

Hello,

I need to unreconcile a bank account for several months. I know there is a way to unreconcile the last account recon. But I have not found a way to unreconcile several months. I'm guessing I could go in and unclick the reconciled checkmark on the account register. Is there another way to do this??

Thanks for your help.

[benjonusa]

This article may be of use to you.

[url=http://www.sleeter.com/kbase/kbarticles/1036200666/ClearingBankReconciliationHistory.pdf#search='unreconcile%20quickbooks%20account']Un-reconcile[/url]

I have some more resources if you're still stuck. Got a feeling there isn't a "simple" way to do what you need though.

[benjonusa]

http://www.sleeter.com/kbase/kbarticles/1036200666/ClearingBankReconciliationHistory.pdf#search='unreconcile%20quickbooks%20account'

here's the link again. think I messed it up above.

[Andrea Thompson]

Quote: Hello,

I need to unreconcile a bank account for several months. I know there is a way to unreconcile the last account recon. But I have not found a way to unreconcile several months. I'm guessing I could go in and unclick the reconciled checkmark on the account register. Is there another way to do this??

You have to unreconcile one month at a time. Go to Banking, Reconcile, then click on Locate Discrepancies in the bottom left corner. Make sure you have the correct account selected on the top left of the next screen. Click Undo Last Reconciliation and click continue. This will unreconcile the previous month's recon. Repeat this process until all months are unreconciled as you need them to be. Do not uncheck the reconciled checkmarks in the register. This only causes problems.

[benjonusa]

Good tip Andrea. I've never had to do that before so I had no idea you could do it for more than one month.

[austinaccountant]

Just wanted to thank both of you for your help.