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Best answer June 27, 2024
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I have all the steps to help you undo a bank reconciliation in QuickBooks Online (QBO), @andiie46.
You can undo a reconciled transaction one at a time. If you need to start over, I recommend contacting your accountant. They can reverse the entire reconciliation using their QuickBooks Online Accountant (QBOA). You can invite them by following these steps:
- Open your QBO account.
- Click the Gear icon in the upper-right of your screen, and choose Manage Users.
- From the Accounting Firms tab, click the Invite button.
- Enter the accountant's information, then Save.
- Let your accountant undo the entire reconciliation.
If you'd rather handle it yourself, follow these steps to undo reconciled transactions individually:
- Click the Gear icon in the upper-right of your screen, and choose Chart of Accounts.
- Find the account and select View register.
- To help you focus on this task, filter the register to only include the last 60 days of transactions.
- Select the transaction and review the check column. If the transaction is reconciled, you’ll see an “R.”
- Keep clicking the box until it's blank. It removes the transaction from the reconciliation.
- Hit Save. Then close your register.
You may visit this article that can help you in case you encounter reconciliation issues in the future: Fix issues when reconciling accounts
If you have additional questions about un-reconciling accounts in QuickBooks, tag my name by replying below, and I'll provide the necessary help.
I have all the steps to help you undo a bank reconciliation in QuickBooks Online (QBO), @andiie46.
You can undo a reconciled transaction one at a time. If you need to start over, I recommend contacting your accountant. They can reverse the entire reconciliation using their QuickBooks Online Accountant (QBOA). You can invite them by following these steps:
- Open your QBO account.
- Click the Gear icon in the upper-right of your screen, and choose Manage Users.
- From the Accounting Firms tab, click the Invite button.
- Enter the accountant's information, then Save.
- Let your accountant undo the entire reconciliation.
If you'd rather handle it yourself, follow these steps to undo reconciled transactions individually:
- Click the Gear icon in the upper-right of your screen, and choose Chart of Accounts.
- Find the account and select View register.
- To help you focus on this task, filter the register to only include the last 60 days of transactions.
- Select the transaction and review the check column. If the transaction is reconciled, you’ll see an “R.”
- Keep clicking the box until it's blank. It removes the transaction from the reconciliation.
- Hit Save. Then close your register.
You may visit this article that can help you in case you encounter reconciliation issues in the future: Fix issues when reconciling accounts
If you have additional questions about un-reconciling accounts in QuickBooks, tag my name by replying below, and I'll provide the necessary help.
