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smitty1
Level 1

Can you add undo option to cancel reconcile?

I am in History by account . Clicked on j/31/20 went to action column but when I click the down arrow i only get a print option not a undo option. Please help!!!
1 Comment 1
Rubielyn_J
QuickBooks Team

Can you add undo option to cancel reconcile?

I'm here to make sure you're able to undo your reconciled account in QuickBooks Online, @smitty1.

 

The Undo option is only available in QuickBooks Online Accountant. To unreconcile bank reconciliation, you can manually unreconciled each transaction or let your accountant do it for you. However, it's still important to consult an Accountant. This is because they understand the cause and effect of undoing an entire reconciliation.

 

You can follow these steps on how to invite your accountant to your company: 

  1. Sign in to QuickBooks Online as a master admin.
  2. Go to Settings ⚙ and choose Manage users.
  3. Select the Accounting firms tab.
  4. Select Invite.
  5. Enter your accountant's info and select Save.

After unreconciling, you can reconcile the transactions again.

 

I'm just a post away if you have further queries with managing bank transactions in QBO. Wishing you and your business continued success.

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