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

Undo Bank Rec

Duplicate bank statement lines uploaded and those duplicates were deleted without being unreconciled first. I need to undo the reconciliation and check for any duplicates that may remain and re reconcile.  But, I can't because I dont have accountant version.  I followed some instructions on how to undo reconciled transactions in regular version but, that doesnt undo the reconcilation itself.  QB thinks that that month is still reconciled.  How do I get a month fully unreconciled so that i can start over?

3 Comments 3
katherinejoyceO
QuickBooks Team

Undo Bank Rec

Hi there, @IQM.

 

I'm glad to help undo your reconciliation in QuickBooks Online.

 

The Undo option is only available in QuickBooks Online Accountant. I'd suggest inviting your accountant to your company to help you undo the whole reconciliation period at once.

 

Here's how:

 

  1. Click the Gear icon in the upper-right corner, and select Manage Users.
  2. Go to the Accounting firms tab, enter the accountant's email and click the Invite button.
  3. Hit Save.

 

You can now have your accountant undo the entire reconciliation.

 

For future reference, read through this article: Undo and remove transactions from reconciliations in QuickBooks Online

 

Feel free to come by and post some more of your concerns if you have any. I'll be right up to help you again. Take care. 

franklinserve12458
Level 2

Undo Bank Rec

thanks for this, was hunting to figure that out.... now we got it solved!

 

MadelynC
Moderator

Undo Bank Rec

Good day @franklinserve12458.

 

I’m glad that you've successfully unreconcile your account. Please know that you can always reach out to us whenever you need help.

 

If you need more information about managing your company, feel free to visit our Support page. It contains ways and tips to make sure everything is accurate and organized.

 

Have a great day, and keep safe!

Need to get in touch?

Contact us