Quick summary
To unreconcile a transaction in Xero, navigate to the relevant bank account, open the matched transaction, and use the Options menu to reverse the reconciliation instantly. This process lets accountants and bookkeepers correct bank reconciliation errors without permanently losing transaction data.
Steps
- On Xero's main dashboard, find and open a bank account.
- Select the specific transaction you wish to unreconcile.
- Click Options at the top-right corner of the transaction view.
- Tap Unreconcile from the dropdown menu to proceed.
- Click OK to accept the terms and confirm your request.
- The selected Xero transaction in your bank account will be unreconciled instantly.
