I am trying to unreconcile a client's accounts, but it looks like it has skipped a quarter, for example:
I wanted to unreconcile the September 2025 quarter, but it has unreconciled the June 2025 quarter. So I then went back in to unreconcile again, and the next quarter to undo is March 2025. How can I now unreconcile the September quarter without unravelling the entire account?
Hi kristycallen,
Sounds like a bit of a wonky jump there when trying to unreconcile. The system tends to go in order from the most recent reconciled quarter backwards, so you can't just skip straight to September without touching the quarters after it. The best way to handle it is to work backwards carefully. Start from the latest reconciled quarter and unreconcile step by step until you hit September. I know it's a bit of a pain, but that'll make sure the accounts stay nice and tidy without unraveling the whole lot. If the issue persists, reach out to our live chat support through our virtual assistant, MOCA, or submit a case via My Account.
Regards,
Sai
