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frederic_morel
Level 1

How to unreconcile a reconciliation.

I found several answers to this questions in the community, but it seems none of them are up-to-date. Most menu's or buttons that are referred to, don't exist in my version of QBO. I added myself as an accountant (under another email address), but I can still not delete a full reconciliation. The only thing I can do is 'Print', just like a normal user.
1 Comment 1
Rasa-LilaM
QuickBooks Team

How to unreconcile a reconciliation.

Welcome aboard to the Online Community, frederic_morel.


The Reconcile button should show on the Reconciliation page since you have an accountant’s access. To straighten out the issue, let’s delete and recreate your user access to start on a clean slate.

 

  1. Tap the Gear icon to select Manage Users under Your Company.
  2. This will take you to the list of user types in your account.
  3. From the list, choose your name and then click the Edit drop-down in the Action column.
  4. Hit the Delete button and then hit Delete again to confirm the action.

To add an accountant:

 

  1. Go to the Gear icon to select Manage Users.
  2. This will take you to the Manage users page.
  3. Under  Accounting Firms, tap the Invite button to open the Add a new accounting firm screen.
  4. From there, enter your information and then click Save.

The following guide provides an overview of how to add and delete an accountant's access rights. It also contains a video that will visually guide you through the process: Invite or remove an accountant.

 

Next, log in to the company using a private window. This is to identify if this is a cache-related issue.


To bring up private browsing:

 

  • Google Chrome: press Ctrl + Shift + N
  • Mozilla Firefox: press Ctrl + Shift + P
  • Internet Explorer: press Ctrl + Shift + P
  • Safari: press Command + Shift +N

From there, try reconciling the account. If this works, switch back to your regular browser to clear its cache. This will enhance the overall performance of the browser.

 

After performing these steps, you can delete a full reconciliation in no time. Check out the Undo your client’s reconciliations with QuickBooks Online Accountant article. It contains detailed instructions on how to use the special reconciliation tool.


Let me know if you need further assistance while working in QBO. I’ll be right here ready to help. Have a great rest of the day.

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