Clearing Bank Reconciliations

TIP: If you print out your reconciliation reports before clearing them, it will make it quicker to re-reconcile.

Please know that you can change the Memo, Details, and anything in the splits (as long as the total amount does not change) for any reconciled transaction. If you want to change any of those details you can do that without un-reconciling your account. For more information about reconciliations, download our free Reconciliation Guide here:

To clear a reconciliation, click the Banking icon from the toolbar.

Click Reconcile under the bank account you’d like to clear the reconciliation for. 

You’ll see your Reconciliation History. Click View.

Then click Undo Reconciliation.

Click Undo Reconciliation again to confirm that this is what you want to do.

Clear the reconciliations back to the point where the change needs to be made. 

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