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How To Unsync/Rollback Journals From The Reports Page

If you need to reverse journal entries that have already been synced to your General Ledger (e.g., QuickBooks or Xero), you can perform a rollback directly from the Reports page.

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Written by Richard Pasquin
Updated today

This is often safer than editing individual transactions because it ensures the integrity of your batch data. (The GIF below demonstrates a virtual unsync example, if your journals were synced to a general ledger like QuickBooks, the correct unsync option would be the Realized Data Unsync).

1. Access the Main Calculation Report

  1. Navigate to the Reports page from the side panel.

  2. Under the "Crypto Calculation" section, select Main Calculation.

2. Locate the Sync Status Button

On the top right of the report, look for the green status button (e.g., "Realized Data Sync - Success" or similar sync status).​

  • Note: This button changes based on your current state. If data is synced, it will indicate "Success."

3. Select the Unsync Action

  1. Click the green status button to open the dropdown menu.

  2. Select Retry - Unsync Realized Data (or the specific unsync option relevant to your connection type, such as "Unsync Virtual Sync Data" or Unrealized Data Unsync).​

4. Configure the Unsync Scope

A modal titled Unsync Data will appear.​

  1. Select a Strategy:

    • All Transactions: Removes every synced journal entry ever pushed from this report.

    • Date Range: Removes only the entries within a specific timeframe (e.g., "01/01/2025" to "01/31/2025"). This is safer if you only need to fix a specific month.

  2. Memo: Enter a reason for the rollback (e.g., "Correction of Jan 2025 data").

  3. Click the blue Undo button to execute the rollback.​

Warning: This action is irreversible. It will delete the journal entries from your connected ERP. Ensure you have backups if necessary.

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