Unreconcile an entire month
I need to unreconcile an entire month. Is there a reason I cannot do this myself? I feel it unnecessary to contact and pay my accountant to do this for me when I own the company. Please advise. Thanks!
I need to unreconcile an entire month. Is there a reason I cannot do this myself? I feel it unnecessary to contact and pay my accountant to do this for me when I own the company. Please advise. Thanks!
Good news: you can unreconcile an entire month yourself, right now, without paying an accountant. As of 2026, the primary admin (which is usually the owner) can undo an entire reconciliation directly in QuickBooks Online, and the In-house accountant role gives the same ability to other users in your company. That's also why some people see an Undo option while others only see Print or View report: the option appears when your role has that access.
If you're the primary admin: undo the whole month at once
A few things to know before you do: undoing one month also undoes every reconciliation completed after it, so undo back only as far as you need. It also permanently deletes that reconciliation report and its attachments, so download anything you want to keep first. And it won't revert transactions you reconciled manually in the register; those you'd change by hand.
Full details: Undo an entire reconciliation in QuickBooks Online.
Not the primary admin? Ask for the In-house accountant role
If someone else in your company needs to do this, an admin can give them the In-house accountant role, which includes the ability to undo completed reconciliations along with full access to bookkeeping tools and financial reports (it doesn't include payroll or admin tasks). To assign it, go to Settings, then Manage users, add the user (or edit an existing one), and choose the role from the Roles dropdown. Details: User roles and access rights in QuickBooks Online and Add and manage users in QuickBooks Online. Once the role is assigned, the steps above work the same way.
One plan note: QuickBooks Online Simple Start includes one billable user, so there isn't an extra seat to assign this role to on that plan; if that's you, the primary admin path above is the way to go. Plan user limits: Learn about usage limits in QuickBooks Online.
Prefer not to change any roles? Use the register
You can still unreconcile a month one transaction at a time. It's tedious for a full month, which is exactly why the options above are worth using, but it works:
Full steps: Undo or remove transactions from reconciliations in QuickBooks Online.
If an accountant is helping you
An accountant working through QuickBooks Online Accountant can also undo the entire reconciliation from their side: Undo a client's entire reconciliation in QuickBooks Online Accountant. The same cautions apply: later reconciliations are undone too, and attachments are deleted, so save copies first.
Before you redo the month
Confirm the beginning balance is correct and resolve any differences first, then reconcile again. Guides: Fix issues with your beginning balance for accounts you've reconciled before and Reconcile an account in QuickBooks Online.
Hope this helps you take back the wheel! You own the company, and this is now something you can handle yourself in a few clicks. If anything trips you up along the way, don't hesitate to reach out.
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