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Undo a reconciliation

Learn how to undo a reconciliation in QuickBooks Online Accountant (QBOA).

This exclusive feature in QBOA can undo reconciliations without manually editing individual transactions from within the register.

To undo a reconciliation, you must open the client's company file from QBOA (signed in as an Accountant user), then open the account, locate the reconciliation, and undo it.

Warning: Undoing a reconciliation will automatically undo any reconciliations that come after it chronologically, (based on the Reconciled On date).

Undo reconciliations in QuickBooks Online Accountant

To undo a reconciliation

  1. In QuickBooks Online Accountant and signed in as an accountant user, select the client from the drop-down list on the Toolbelt to open the client's company file.
  2. Select the Gear icon on the Toolbar.
  3. Under Tools, select Reconcile.
  4. On the Reconcile an account page, select History by account.
  5. On the History by account page, select the Account and Report period to locate the reconciliation to undo.
  6. From the Action column drop-down list, select Undo.
  7. When prompted to confirm, select Yes.
  8. In the final confirmation window, select Undo.
  9. Select Ok.