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Hello Breillis1,
Thank you for posting to the community. I can show you how to undo a bank reconciliation.
When you're in their company file:
Important: If you don't see Undo, make sure you opened your client's company file from QuickBooks Online Accountant.
Let us know how you go, if you have further questions, please reply here :)
Cheers,
Bowie
Hi Bowie Ng
Thanks for the information below. The following is a further question regarding how to undo/redo the bank reconciliation report:
In my situation, although you are logging via QuickBooks Online Accountant, some businesses are under the "QuickBooks Online companies", which are not showing under "QuickBooks Accountant companies". In that case, will you still be able to undo/redo the completed bank reconciliation report for those QuickBooks Online companies?
Many thanks
Sporty Girl
Hello Sporty Girl,
Thanks for joining the thread. To undo bank reconciliations in QuickBooks Online, you must be added as an accountant user in the client's company file. This would enable us to effectively manage their financial records and ensure accurate bookkeeping.
Check this link to learn more about: Undo a client’s reconciliation in QuickBooks Online Accountant.
Drop me a comment below if you have any other questions. I'll be happy to help you further. Have a great day.
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