I need to undo a month's reconciliation. I will have to do it one transaction at a time. Once I undo EVERY transaction, can I go back and re-reconcile?

Hi  S Tallent,

Yes, you will be able to re-reconcile the transactions after undoing (unreconciling) each of them. This will also create a new reconciliation report.

It's weird that you don't have an option to undo the entire month. We can do the basic troubleshooting steps to fix this issue.

To start, you'll want to sign in to QuickBooks using a private browser. This step disables its extensions and stops the cache from saving your browsing history.

• Google Chrome: Ctrl + Shift + N
• MS Edge and Firefox: Ctrl + Shift + P
• Safari: Command + Shift + N

If you see the option to undo the reconciliation of the entire month, you can go back to your regular browser and clear its cache. If nothing happens, please try other browsers to see if we get the same result.

I'm just right here if you have other questions in mind.

I'm needing to undo previous months reconciliations for a client. This was easy on Desktop version, just the click of a button. However, on their QB Online, it is not an option anymore to choose from. What gives?

Hello @brefazio,

The Undo Reconciliation feature for an entire session is only available for all Accountant users using their QuickBooks Online Accountant account. We'll have to consider manually removing your transactions from Reconciliation to undo them. Let me show you how.

1. Go to Accounting.
2. Select Chart of Accounts.
3. Find your bank account from the list of accounts.
4. Under ACTION, select View register.
5. Review your VAT transaction.
6. On the Check column, remove the R status.
7. Click Save.

Here's an article you can read to learn more about how you can undo a reconciled transaction: Undo and remove transactions from reconciliations in QuickBooks Online.

However, if you still wish to accomplish your goal the easiest way available, let's invite your accountant to access your company data and let them use the feature. To do so:

1. Go to the Gear icon.
2. Under Your Company, select Manage Users.
3. Select Accounting firms.
4. Click Invite.
5. Enter the name and email address of your accountant.
6. Click Save.

I've also included this reference for a compilation of articles you can use while working with us: Learn the reconcile workflow in QuickBooks.

If there's anything else that I can help you with, please let me know in the comments below. Take care always!