cancel
Showing results for 
Search instead for 
Did you mean: 
new_to_this
Level 1

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

some blog say there should be an "undo" within the action dropdown but I do not see one.
Solved
Best answer January 12, 2021

Best Answers
AlexV
QuickBooks Team

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

Yes, you can undo it, michael-cardman.

 

The Undo button in the Action column is only available in QuickBooks Online Accountants. If your accountant is using this version, you can let them undo the reconciliation on your behalf. Here's the article for the detailed steps: Undo a client’s reconciliation in QuickBooks Online Accountant

 

You can also invite an accountant to review your accounting in QuickBooks Online.

 

We can manually undo it if you want to do it by yourself. You can follow these steps:

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Find the account and select View register
  3. Locate the transactions you want to unreconcile and select it to expand.
  4. Repeatedly click the box with the letter R until it's blank. Then, Save.

Please check Undo or remove transactions from reconciliations in QuickBooks Online. This will give you more info on what to do if you encountered issues with your reconciliation. 

 

Don't hesitate to post again if you have other questions. We'll respond as soon as we can.

View solution in original post

6 Comments 6
AlexV
QuickBooks Team

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

Yes, you can undo it, michael-cardman.

 

The Undo button in the Action column is only available in QuickBooks Online Accountants. If your accountant is using this version, you can let them undo the reconciliation on your behalf. Here's the article for the detailed steps: Undo a client’s reconciliation in QuickBooks Online Accountant

 

You can also invite an accountant to review your accounting in QuickBooks Online.

 

We can manually undo it if you want to do it by yourself. You can follow these steps:

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Find the account and select View register
  3. Locate the transactions you want to unreconcile and select it to expand.
  4. Repeatedly click the box with the letter R until it's blank. Then, Save.

Please check Undo or remove transactions from reconciliations in QuickBooks Online. This will give you more info on what to do if you encountered issues with your reconciliation. 

 

Don't hesitate to post again if you have other questions. We'll respond as soon as we can.

View solution in original post

Koala77
Level 2

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

I'm in accountant mode and it doesn't work -get exactly same as what person is saying - just shows Print in dropdown

Rasa-LilaM
QuickBooks Team

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

I’m glad to see you in this thread, new_to_this.


Let me provide some information about the Undo reconciliation option. Then guide you in the right direction on how to resolve your concern.


For QuickBooks Online Accountant (QBOA) users, there are special tools you can utilize to enhance your bookkeeping. The feature mentioned above is one of them.


If you’re using a different QuickBooks Online version, you’ll not see the Undo menu in the Action column. This option is only available for accountants with QBOA subscriptions.


For more details, check the following article: Use accountant tools and features in QuickBooks Online Accountant. From there, you’ll see how each accountant tool works.


To unreconcile the account, you’ll have to remove the transactions one at a time. I recommend following the steps shared by the AlexV above.  Once done, you can now reconcile your bank or credit card account.


If you encounter any hurdles during the reconciliation process, the links below contain solutions on how to resolve them. The troubleshooting is scenario-based, and I suggest you choose the one that suits your situation.

 

 

Reach out to me again for any other reconciliation or QuickBooks concerns. I’ll get back to help and make sure you’re taken care of. Have a good one.

ddeveaux1
Level 1

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

As usual the responses from the Quickbooks Team conveniently don't answer the question. I feel this must be on purpose given how often it happens!

You cannot do this from Accoutant mode. You have to be using their Accounting Edition of Quickbooks which is different. So if you don't actually have an accountant and are using QB Online as a small business owner partially to save the time and $$ to hire an accountant, which is a lot of what the tool is for, then no, you must go through each transaction and unreconcile yourself.

When they started out they let some of us, me included, have a free license for QB Accounting specifically for this purpose. My edition doesn't seem to work anymore and they want me to pay as an accounting firm, which I am not. So guess I'll just unreconcile the individual transactions for Feb 2021. Oh wait, since this is Sept 2021 I guess I can't just do that can I? I guess I have to unreconcile each of the individual transactions for Feb, Mar, Apr, May, June, July, Aug? Ok, sounds like a good use of time all because of a $12 change in Feb. After all, we wouldn't want me to unreconcile my statement since I'm not an accountant. Right?

Andrew C
Level 1

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

Why does it have to be done in QBOA? This seems like something a company should be able to do on their own.

AlexV
QuickBooks Team

Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

Hello Andrew C!

 

Thanks for joining this post. I'm here to assist you in undoing a reconciliation.

 

You can still undo a reconciliation in QuickBooks Online Simple Start, Essentials, Plus, and Advanced. However, to prevent issues, you can unreconcile one transaction at a time.

 

Follow the steps in this article: Undo and remove transactions from reconciliations in QuickBooks Online.

 

We want to ensure accuracy of your data. Any changes on the reconciled transactions can unbalance your accounts. That's why it's best to seek some assistance from an accountant so they can also review your data.

 

I understand that you also want to have the option to undo entire reconciliations. You'll want to send feedback about this to our developers by clicking the Gear icon, then select Feedback.

 

Also, I added this link if you need help in running, customizing, and saving financial reports in QuickBooks Online: Run reports in QuickBooks Online.

 

Leave a comment below if you have other concerns with your accounts. Take care!

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up