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Andreas1220
Level 1

I am in accountants view and am still unable to undo a reconciliation???

 
1 Comment 1
KayePe
QuickBooks Team

I am in accountants view and am still unable to undo a reconciliation???

It's good to have you here, @Andreas1220. I'm here to share information about undoing a reconciliation in QuickBooks Online (QBO). 

 

You can easily undo a reconciliation in any view. If you wish to delete multiple reconciled transactions at once, you can let your accountant handle the deletion process since they have a special reconciliation tool. If you don't have an accountant, find a reliable one near you: Find a ProAdvisor

 

However, you also have the option to done it manually. If you already know what transaction are you going to modify, follow the steps below to undo it: 

 

  1. Select Chart of Accounts from Settings, find the reconciled account, then choose View Register
  2. Click the transaction to lengthen the perspective.
  3. Choose the "R" in the box from the checkmark column until the box is blank. 
  4. If done, hit Save.

 

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In addition to reviewing your reconciliation on-screen, you can print or export it for your records. It can come in handy for future reference or to keep a physical copy of the reconciliation. 

 

For more help with managing your business inside QBO, you can always ask questions by hitting the Reply button or starting a new thread. Have a good one!

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