QuickBooks Uncleared Transactions – How to Find, Run & Clear Uncleared Transactions

The Bank Feeds transactions are immediately marked CLEARED after being downloaded (added to or matched). The transactions that were verified […]

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The Bank Feeds transactions are immediately marked CLEARED after being downloaded (added to or matched). The transactions that were verified during the bank reconciliation are indicated as RECONCILED. The remaining transactions will remain UNCLEARED.

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You have the option to add, delete, or remove transactions in QuickBooks. You can reconcile or correct the entries if necessary without causing a mess. To maintain the accuracy of the record transaction, you should clear any uncleared transactions in your account. You can quickly identify all the uncleared checks and clear them by running the uncleared transactions report in QuickBooks Desktop and QuickBooks Online.

About QuickBooks Uncleared Transactions

Uncleared transactions are those in QuickBooks that have been recorded in the books of accounts but have not yet been cleared by the bank. The bank could not even be aware of the payments in this situation. Or, there can be some additional causes for why the payments haven’t been settled. You need to understand why these transactions take place. If a cash holder has not cashed a check, there may be unreported transactions. If a mistaken duplicate entry is made and put in the accounts, you might locate them there.

An un-cleared check is one that hasn’t been submitted to your bank yet after being sent or given to someone. So, either they haven’t deposited it in a bank or it has vanished, or who knows. As a word of caution, make sure you perform your routine reconciliation so you can identify any uncleared checks. Yes, we’ll learn how to locate them, but it’s crucial to reconcile frequently because there’s a chance that a cost that was paid for by check would appear in your books even though it didn’t clear; alternatively, there may have been a problem with your bank feed, which happens very frequently.

Ways to Find Uncleared Transactions in QuickBooks

One of the biggest causes of the bank balance and QuickBooks balance on your banking or transactions page in QuickBooks Online differing is unpaid checks. You can quickly determine if you have uncleared checks when you perform your routine bank reconciliation in QuickBooks Online.

  • If your account has been reconciled and there are any rows that are not grayed out or do not have a check mark to the right:

These checks have been uncleared. If you regularly reconcile your bank accounts in QuickBooks Online, you may quickly see whether any checks are still pending for clearance. As you can see, we have reconciled this to zero, but there are still items here that are uncleared, so your task is not finished yet. These are the unpaid checks that you have sent out, used to pay bills or purchase items with checks. The check numbers are visible here, and they have not cleared. It’s crucial that you investigate them and figure out what’s happening. Perhaps, you double-entered something accidentally that happens frequently when using bank feeds.

  • You can also search the bank record for uncleared checks.

Entries without a C or R next to them have not been cleared. These are the same transactions that weren’t cleared in our bank reconciliation, as you will see.

Reconciliations on a regular basis are crucial, so download the checklist, get started, and make sure you’re doing it. You can only manage your business, your cash flow, and everything else by knowing for sure that your results are accurate.

For everything that hasn’t been reconciled, you can apply a filter based on the reconcile status. Then, it will only display the sums here that we haven’t yet cleared, including any cleared checks and those that are awaiting the outcome of our reconciliation. If you have a lot of really old items, this is a nice place to go because you can filter it out and instead of trying to browse endlessly, they will appear here. You can actually perform that filter by all of the statuses or just for the items that haven’t been reconciled, cleared, and reconciled. As a result, the filters have that choice.

How to Clear Uncleared Transactions in QuickBooks?

Use QuickBooks Transactions option when you need to delete uncleared transactions. Select the corresponding button, and then select Sales entries from the drop-down. The website will load with the sales-related transactions. Select the uncleared transaction you wish to delete next. The chosen transaction will then be shown in detail on the screen after that.

By following the instructions below, you can also learn how to delete uncleared transactions in QuickBooks:

  • The “QuickBooks” home page will be launched.
  • Click or hit the “Transactions” icon here.
  • Select the “Sales” entries from the drop-down menu that is offered.
  • The screen will start to display all of the sales-related transactions.
  • Select the transaction that has to be cleared up.
  • Click on the transaction once you’ve selected it.
  • The detailed view of the transaction will then show up on the page.
  • Locate and select the “More” tab.
  • Select “Void” from the list of choices.
  • Click the “Yes” button to finish the transaction.

By doing so, you will be able to erase the uncleared records in your QuickBooks account and the selected transaction will become null and void.

How to Run the Uncleared Transactions Report in QuickBooks Desktop?

You would have realized that a lot of transactions in QuickBooks continue to be confusing and accumulate each month. This occurs when your checks were never cashed by a check holder or when there are duplicate entries. As a result, QuickBooks presents you with unexpected problems. You may easily resolve any conflicts by declaring uncleared transactions as Void or running the report for uncleared transactions in QuickBooks Desktop. Here are some more details to assist you:

Steps for Clear Uncleared Transactions from QuickBooks Desktop

You can simply void the statements if you decide not to keep the uncleared transaction included in them. The records will now be clean. The procedures are as follows:

  • Select the “Transactions” tab from the QuickBooks “Dashboard” by going there.
  • Following that, Select Sales Entries from the drop-down option. This will open a new window where you may view all of the daily sales transactions.
  • Search for the uncleared transactions you wish to cancel after that, and then click on them. By doing this, you can also access the entry’s detailed view.
  • Now you have to scroll down and choose the “More” tab.
  • You can now choose the “Void” button from the available alternatives.
  • By pressing the “Yes” button, You can confirm the action.

You may easily remove the transactions from the records now that you have designated them as Void.

Run the Uncleared Transactions Report in QuickBooks Desktop

You can clear uncleared checks or transactions by performing the uncleared transactions inside the statements. Follow these procedures to run the uncleared transactions report in QuickBooks Desktop:

  • On your computer, Launch “QuickBooks Desktop“.
  • Afterward, Click the “Reports” tab.
  • Then select “Balance Sheet” from the drop-down box.
  • Go to the “Amounts” tab now.
  • The top left button should be selected; choose “Customize“.
  • When the dialogue box appears, you may now select the list here.
  • Once finished, Choose the account. Make that this is the account for which the report on uncleared transactions is being run.
  • Now, you have to select “All” tab in “Distribution Accounts” from the menu.
  • By selecting the “Select” state, You can then mark your filter preferences and execute the report.
  • You can mark the uncleared transaction report as preferred once you have seen it. In order to execute this, You must select Save Customization.
  • You can then save this document to your PC. In this approach, you can invalidate or run the report to clear the uncleared transactions.

Run the Check Details Report to View Uncleared Transactions

You can discover the uncleared checks with the aid of the Check Detail report. Look at the procedures below to run this report:

  • Open the “Reports” tab.
  • Make use of the search bar to look up the “Check Details” report.
  • After that, apply the filter for a date range to see the anticipated outcome for that period of time.
  • Select “Customize” from the menu.
  • From the “Filter” drop-down menu, Navigate to the “Cleared” column.
  • Then set the filter to “Uncleared“.
  • Select “Run Report” from the menu.

All the uncleared checks will be displayed in this report. You can then invalidate them after this. You can also get assistance from your accountant to clear the checks.

How to Run Uncleared Transactions Report in QuickBooks Online?

When checks are not cleared by your bank, QuickBooks Online encounters the same problem. You can run the Uncleared Transactions report in QuickBooks Online if you have unpaid or expired checks. Here, we’ll outline two alternative methods for running the report. Let’s have a look.

Steps that will Run the Bank Report Filtered by Cleared Status

You must create a report for each of the uncleared checks in this situation. Please be aware that the QuickBooks Online Advanced, Essentials, and Plus editions can be used in the manner described below:

  • Choose “Accounting” from the menu.
  • After that, you need to Hit Chart of Accounts button from the list of drop-down.
  • Find the bank account you want to utilize the report for now.
  • In this instance, Choose “Run Report” from the “Actions” drop-down option.
  • Select “Customize” from the menu.
  • From the drop-down list for “Report Period“, Choose All Dates.
  • Press the “Filter” key.
  • The next step is to choose “Transaction Type” from the menu.
  • Currently, Select one of the following choices from the drop-down menu:
    • Payment of Bills (Check)
    • Check for Payment of Liabilities
  • Select “Cleared” from the checkbox.
  • Additionally, Select the “Uncleared” option from the drop-down menu by clicking on it.
  • Select “Run Report” from the menu.

This report customization can even be saved for later use. The Save Customizations button must be clicked to complete the process.

Steps for Running the Bank Report that is Sorted by Cleared Status

You can determine the uncleared checks that are arranged by cleared state by using this approach. To run an uncleared transactions report in QuickBooks Online, follow these steps:

  • Choose “Accounting” from the menu.
  • The next step is to press Chart of Accounts tab from the list of menu.
  • You may find the bank account that you want to run the report for here.
  • To view the register, select “View Register” from the drop-down menu in the “Action” column.
  • Following that, click the Run report tab.
  • The next step is to press Report period button from the drop-down menu. Moreover, you will have the option to press All Dates tab here.
  • Select “Sort” from the drop-down menu, then “CLR” and “Descending order” to further refine your search.

You will notice all the checks that have not yet cleared as you go through these procedures so that you can get rid of them.


The pending transactions in QuickBooks that may not have had payments made are known as uncleared transactions. For the purpose of keeping the books of accounts, they must be cleared. This blog gave an explanation of the uncleared transactions. The information on deleting the uncleared transactions from the software should also be helpful. By eliminating them using the suggested manner, any unanticipated damage caused by these transactions can be corrected. We have offered numerous solutions for the same. Running the uncleared transactions report in QuickBooks Online and QuickBooks Desktop is all that is required. You can connect with Dancing Numbers team via LIVE CHAT.

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Frequently Asked Questions (Faqs)

How can I Reconcile Transactions from Previous Years that were Uncleared?

One year at a time, you can reconcile your previous transactions. As a result, all adjustments, service charges, and interest entered throughout the reconciliation process will be applied to the relevant year. Let’s now follow the instructions listed below:

• Reconcile can be found under Banking.
• The account you want to reconcile should be selected from the Account drop-down menu.
• Select the date from the financial statement you want to use in the Statement Date field.
• Enter the closing balance from your statement in the Ending Balance section.
• Check the opening balance on the oldest statement that needs to be reconciled to the amount displayed in the Beginning Balance section.
• Total Service Charge and Interest Earned should be entered.
• To finish the procedure, adhere to the screen transaction.

How can I Clear Bank Transactions Manually in QuickBooks?

To manually clear bank transactions in QuickBooks, follow these steps:

• Firstly, You need to choose Chart of Accounts option under the Gear icon.
• Find the transaction’s account.
• Choose View Register under Action in the column.
• Choose the transaction you want to clear.
• Choose C for Cleared from the column marked “Reconcile Status”. If they haven’t been cleared or reconciled, you can leave it blank or manually reconcile by choosing R.
• Choose Save.

How to Remove Double-Entered Transactions and Uncleared Transactions from the Credit Card Register?

If you’ve already reconciled the account and the items in the register are credit card transactions, you must reverse those charges using the most recent posting date. Use the “Credit Card Credit” form in QBO.

Create a plus symbol on top, select “Vendors”, then select “Credit Card”.

You must enter the identical transaction again in this form in order to remove those duplicate transactions. Then, when you’re ready to reconcile the account, choose both the in and outgoing items that you want to appear in the Charge and Payment columns.

How can Old Checks be Entered into QuickBooks?

• Select Expense by clicking New (+).
• Enter the relevant details in the field along with the amount of your cash expense.
• Choose Save and new or Save and shut.

What Steps must I take to Remove Duplicate Transactions from the Reconciliation Page?

If there are duplicate transactions on the reconciliation page and they were added using the Banking, you should undo them.

This is How:

• Click the Banking > Reviewed tab link.
• Locate the transaction that your reconciliation indicates as a duplicate.
• Now, You have to hit the Undo link under the Action column.
• Once finished, The transactions will appear in the For Review section.

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