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How to undo or cancel reconciliation on new feature ?

I'm trying to locate the "undo" feature in quickbooks after I have reconciled a bank statement, however, I can't locate it.  Do I need a different version of quickbooks to get this feature?

3 Comments
QuickBooks Team

Re: How to undo or cancel reconciliation on new feature ?

Hi @RobinE1150.

 

Thanks for reaching out to the Community about undoing a reconcile. 

 

The "undo" feature for reconciles is exclusive to the QuickBooks Online Accountants version. To undo a reconciliation, you must open the client's company file from QBOA (signed in as an Accountant user), then open the account, locate the reconciliation, and undo it.

 

Here are the steps:

  1. In QuickBooks Online Accountant and signed in as an accountant user, select the client from the drop-down list on the Toolbelt to open the client's company file.
  2. Select the Gear icon on the Toolbar.
  3. Under Tools, select Reconcile.
  4. On the Reconcile an account page, select History by account.
  5. On the History by account page, select the Account and Report period to locate the reconciliation to undo.
  6. From the Action column drop-down list, select Undo.
  7. When prompted to confirm, select Yes.
  8. In the final confirmation window, select Undo.
  9. Select Ok.

For more information about how to undo a reconcile, click here.

 

If you have any other questions about this feature, please feel free to reach out.

cib
Level 1

Re: How to undo or cancel reconciliation on new feature ?what is the new feature ==do i have it

 
Anonymous
Not applicable

Re: How to undo or cancel reconciliation on new feature ?what is the new feature ==do i have it

Hello, cib.

 

 

The feature to undo the entire reconciliation is only available in the Accountant Access. If you have an accountant, you can add him or her as an accountant in your QuickBooks.

Otherwise you’ll need to unreconciled each transactions involved. Here’s how:

  1. Click The Gear icon at the top.
  2. Select Char of Accounts.
  3. Locate the account and click View Register.
  4. Change the transaction’s status from R to C under the check column.

For further information, please refer to this article: https://quickbooks.intuit.com/community/Banking-and-bank-feeds/How-to-unreconcile-a-transaction-or-u....

 

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