cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
bill179
Level 1

How do I redo a reconciliation error? I reconciled an account but didn't catch that the end date was 2024 not 2023. It says I need an accountant. WTH!!

Why can't I, the sole proprietor of my company, undo a reconciliation? Why do they force me to pay an accountant to go in and click a button and waste a couple days time while they do so?
3 Comments 3
Trish_T
QuickBooks Team

How do I redo a reconciliation error? I reconciled an account but didn't catch that the end date was 2024 not 2023. It says I need an accountant. WTH!!

Hi bill179,

 

It's nice to see you in Community.  Welcome!  Reconciling your accounts in QuickBooks Online ensures your books are balanced.  When an error has taken place, there are a couple of options to help you get back on track with your work.  I would be happy to assist!

 

It's important to note that any changes after reconciling an account, can have a negative impact on your books. For this reason, we recommend reaching out to an accounting professional, when it's necessary to undo a reconciliation.  When necessary, you can unreconcile an individual transaction, but in your situation, this is not advised.  Although it will provide the option to reconcile the account and ensure the start and end dates match your bank statement, it could affect other areas of your books.  Speaking to your accountant is the best course of action at this time.

 

If you have any other questions, please don't hesitate to reach back out.  We would be glad to help!

MB Pork Council Finance
Level 1

How do I redo a reconciliation error? I reconciled an account but didn't catch that the end date was 2024 not 2023. It says I need an accountant. WTH!!

This response is lame. Most bookkeepers are adequately skilled to understand when a date entry error has occurred during the bank rec process. "Reaching out to an accounting professional" is expensive, time consuming and unnecessary when this simple error happens. Adjust the settings QBO developers - a Primary Admin user should have the ability to delete a bank rec that had a small error like this.

bill179
Level 1

How do I redo a reconciliation error? I reconciled an account but didn't catch that the end date was 2024 not 2023. It says I need an accountant. WTH!!

Yes, so lame.

 

I had to find an accountant and ended up paying them to examine the account. It cost me nearly a year's subscription cost.

 

Why the primary admin can't correct a simple typo on a reconciliation without contracting outside professions is stupid and infuriating.

This widget could not be displayed.
This widget could not be displayed.

Need to get in touch?

Contact us