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paulak1
Level 1

Hello Can someone please tell me how to undo the previous bank reconciliation?

 
1 Comment 1
KlentB
Moderator

Hello Can someone please tell me how to undo the previous bank reconciliation?

Good day, paulak1.

 

The Undo option for a reconciled period is only available in QBO Accountant. I'd highly recommend inviting your accountant to your company and let them undo your previous bank reconciliation.

 

Here's how:

  1. Click the Gear ⚙ icon.
  2. Select Manage users and choose Accounting firms.
  3. Select Invite.
  4. Complete the required fields
  5. Hit Save.
  6. Your accountant will undo the entire reconciliation.

If you need to undo the reconciled transaction one at a time, you can refer to this article: Undo and remove transactions from reconciliations in QuickBooks Online.

 

Leave a comment below if you have other concerns or questions. I'll get back to you as soon as possible.