How do I unreconcile a transaction in Reckon One?

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  • Question
  • Updated 6 years ago
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I have accidentally reconciled an incorrect transaction, and need to change it. How do I unreconcile the transaction and re-reconcile the bank account?
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Nathan Elcoate, Accredited Partner

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  • Help Please!

Posted 6 years ago

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Jason Jiao, Alum

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Official Response
Hi Nathan,

The bank account is locked after reconciliation. To unreconciled a transaction,

1. Go to the Bank Account

2. Click on edit account

3. Remove the date inĀ Lock-off transaction before field

4. Click on Save

5. Click on Reconcile transaction for that account

6. Click on Get Transactions

7. The Unreconciled option is available now

Cheers,

Jason