how to delete reconciliation in quickbooks

Once we click delete, a new window will pop up and we’ll be asked if we are sure we want to proceed with deleting this transaction. For this transaction, we’re going to click delete.

Now that we’ve transformed the transaction into an entry we can modify, we’ll see 4 buttons: Delete, edit, cancel, and save. To make modifications to that item, click the entry, and it will become editable. The first one in question is for uncategorized income from Books by Bessie. In the register, we’ll see the transactions we want to modify. Once we’re in the chart of accounts, we’ll see the checking Account and view register button.

You’ll see the register button right about the actions column on the bank account.Īlternatively, if you are not on the Checking Account screen, we can navigate to the Checking Account register by looking to the left-hand navigation menu, hovering Account, and then clicking Chart of Accounts. To fix this, we need to start by going to the register. So now, we have four items in our register that have been added from the review queue. To simulate the creation of transactions that need modification, click add on the right-hand side for the top four items.

Once we’ve clicked on that account, it will show a queue of items that need to be added to the register. To do that, click on where it says Checking in the right-hand column of your dashboard. To set up our scenario, we’re going to add a couple of transactions that will serve as our hypothetical mistakes. It should say, “Craig’s Design and Landscaping Service.” If it doesn’t, you’re in the wrong place. Have a look at the title for the file in the dashboard. In this tutorial, we’re going to start by opening the QuickBooks Online Test Drive file. Have you ever seen a transaction in QuickBooks Online that required editing or deletion? Today I’m going to show you how to make those modifications.

How to delete reconciliation in quickbooks