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Karla 2
Level 1

Can you send me a link for the accountant to unreconcile books to fix numerous errors?

 
Solved
Best answer April 17, 2023

Accepted Solutions
MariaSoledadG
QuickBooks Team

Can you send me a link for the accountant to unreconcile books to fix numerous errors?

I have some information about fixing reconciliation issues and guide you on how Karla 2.

 

For now, a direct link for accountants to help you fix reconciliation issues is unavailable. 

 

You'll want to reach out to an accountant nearby or your accountant to help you fix any issues and errors with your reconciliation. Aside from that, your accountant will be able to unreconcile your transactions at once which will surely save time. But before that, make sure to invite them so they'll have the option to access your company file, review your books, make corrections, and collaborate on any issue. 

 

To invite your accountant, you can follow the steps outlined below:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select the Settings :gear: icon, then select Manage users.
  3. Select Accounting firms.
  4. If you are inviting an accountant for the first time, enter the accountant's email address, then select Invite. Follow the prompt to verify your account.
  5. If you are adding a second accountant, select Invite then enter their name and email address, then select Save.
  6. Your accountant will be sent an email with a link to sign into your QBO company. They will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  7. Until your accountant signs in, their status will remain as Invited on the Manage users page. After accepting the invitation, their status changes to Active.

 

You may also want to simply unreconcile your books on your own using your ordinary QuickBooks Online (QBO) account one at a time. 

 

Learn from this article how your accountant can undo the entire reconciliation and get a fresh start: Undo A Client's Reconciliation In QuickBooks Online Accountant.

 

Furthermore, to know how you can get accountant-specific tools to enhance your bookkeeping, check out this article for more specialized tools for accountant users: Use Accountant Tools And Features In QuickBooks Online Accountant.

 

Let me know if you have any questions about reconciliation. I'll always be right here to help you.

View solution in original post

1 REPLY 1
MariaSoledadG
QuickBooks Team

Can you send me a link for the accountant to unreconcile books to fix numerous errors?

I have some information about fixing reconciliation issues and guide you on how Karla 2.

 

For now, a direct link for accountants to help you fix reconciliation issues is unavailable. 

 

You'll want to reach out to an accountant nearby or your accountant to help you fix any issues and errors with your reconciliation. Aside from that, your accountant will be able to unreconcile your transactions at once which will surely save time. But before that, make sure to invite them so they'll have the option to access your company file, review your books, make corrections, and collaborate on any issue. 

 

To invite your accountant, you can follow the steps outlined below:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Select the Settings :gear: icon, then select Manage users.
  3. Select Accounting firms.
  4. If you are inviting an accountant for the first time, enter the accountant's email address, then select Invite. Follow the prompt to verify your account.
  5. If you are adding a second accountant, select Invite then enter their name and email address, then select Save.
  6. Your accountant will be sent an email with a link to sign into your QBO company. They will be asked to create a user ID before signing in the first time, unless they already have an account with Intuit Business Services.
  7. Until your accountant signs in, their status will remain as Invited on the Manage users page. After accepting the invitation, their status changes to Active.

 

You may also want to simply unreconcile your books on your own using your ordinary QuickBooks Online (QBO) account one at a time. 

 

Learn from this article how your accountant can undo the entire reconciliation and get a fresh start: Undo A Client's Reconciliation In QuickBooks Online Accountant.

 

Furthermore, to know how you can get accountant-specific tools to enhance your bookkeeping, check out this article for more specialized tools for accountant users: Use Accountant Tools And Features In QuickBooks Online Accountant.

 

Let me know if you have any questions about reconciliation. I'll always be right here to help you.

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