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QuickBooks Team

Re: Can I change things on a reconciled statement? How?

Hi vdpacct,

 

Sometimes, the columns in your account will be hidden when you have zoomed out your windows screen. Let's check your windows zoom in and out options.  Let me guide you how.

  1. In your browser, click the Hamburger icon or the three dots at the top right.
  2. In the Zoom section, click - or + to zoom in and out.

Once done, check the Action column again.

 

If you're still missing the column, you'll want to access your account via a private browser. This way, we can identify if it's browser-related or not. Just press CTRL+SHIFT+N. Go back to your regular browser if it's working fine and clear your browser's cache. These steps will refresh your browser settings.

 

Additionally, you can visit our website about banking and bank feeds if you need some articles for your future tasks.

 

Please leave a comment anytime if you have other questions. We're always here for you.

Community Contributor *

Re: Can I change things on a reconciled statement? How?

Thank you for your help! None of the solutions worked. It seems that I do not have the QB Accountant and it does not have the "undo" button.

Moderator

Re: Can I change things on a reconciled statement? How?

Hello there, vdpacct.

 

I'd recommend contacting our Customer Care Support team so they can help you undo your bank reconciliation. Here's how to do it:

 

  1. Click the Help icon at the top-right of your screen.
  2. Click Contact Us button.
  3. Type in undo reconciliation as your concern, then click Let's talk.
  4. Select Get a callback.

You may also work with an Accountant to ensure your books isn't messed up.

 

Please feel free to keep me posted with the results. I'll be right here if you have any other concerns.

Established Community Backer ***

Re: Can I change things on a reconciled statement? How?

@GlinetteC 

 

I'm not sure that sending an Accountant invitation to yourself as a "QBO" user will work the way you have noted. An "Accountant" user typically has a "QBOA" firm account that they receive "Accountant" invitations under, which would be a "separate" and "new" account. Can you confirm that an existing "QBO" user can "also" be an "Accountant" user under the same "QBO" account versus a "separate" QBOA firm account?

Moderator

Re: Can I change things on a reconciled statement? How?

Hello, Regina_Lend_A_Hand_Accounting.

 

Inviting yourself as an Accountant under the same QBO account isn't the best option. This might create issues to the account.  If you need to undo an account reconciliation, it would be best to contact our Customer Care Support Team to avoid messing up your books.

 

Please let me know if there's anything else you need.

Established Community Backer ***

Re: Can I change things on a reconciled statement? How?

@GlinetteC Thanks for responding. However, that is not the answer to the question that I asked you. You advised this user to send themselves an "Accountant" invitation to their own QBO account as an "Accountant" user so that they could "undo" their reconciliations. You did not mention to this user that they would need to "create" a "dummy" account, no did you mention the fact that they would need to use a "different" email address/user ID from their existing QBO account email address/user ID. It is important to give accurate advice to users in this community. The correct advice would have been to tell them they can create a "free" QBOA (QuickBooks Online Accountant) account, using a "different" email address/user ID. Then they would send an "Accountant" invitation to this "different" email address/User ID to accept and login, then undo the reconciliation. It is always good to go through the process yourself before advising a QBO user to do something that will not solve their immediate problem.
Established Community Backer ***

Re: Can I change things on a reconciled statement? How?

@GlinetteC IMPORTANT UPDATE: I just spoke with the QuickBooks Diamond Care Support Team and they advise against having a QBO user send an Accountant Invitation to themselves, and QBO users should not create a QBOA firm account. Standard QBO users should not "Undo" bank reconciliations or create a separate QBO accounts for the purpose of sending themselves an Accountant invitation to "Undo" bank reconciliations. Many errors occur as a result of these actions that are costly and time consuming to correct. If a standard user needs to "Undo" an account reconciliation they need to contact QuickBooks customer care or work with an Accountant or Bookkeeper that is a QuickBooks Online ProAdvisor.
QuickBooks Team

Re: Can I change things on a reconciled statement? How?

Thanks for sharing your knowledge, @Regina_Lend_A_Hand_Accounting.

 

We've already escalated this on our end. Rest assured my colleague, GlinetteC will update her post.

 

Take care!

 

 

Established Community Backer ***

Re: Can I change things on a reconciled statement? How?

@JasroV Thank you!

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