I am unable to find the reconciliation reports in my Accountant QBO account in order to undo them. Has anyone else faced this issue? How do get them to appear so I can undo the reconciliation without having to do it manually on my master admin account?
Thanks for reaching out to us, robtroy1818.
I can help you undo a reconciliation report in QuickBooks Online Accountant (QBOA).
Please follow the steps I've laid out below:
Here's an article for the detailed steps: Undo a reconciliation using QuickBooks Online Accountant.
That should help you undo reconciliations without manually editing individual transactions from within the register. Let me know if you have other questions. Have a lovely day!
Hello again, @robtroy1818.
Thank you for the clarification on why you're unable to undo reconciliation in your QBOA.
If you've already reconciled transactions in QuickBooks, then it should appear in the History by account window. Let's try another way to access your reconciliation report.
Keep me posted how it goes. I'll be on the lookout for your reply and if you have other questions about your reconciliation. Have a good one.
Hi there, @mrmtx.
At this time, only QuickBooks Online Accountant users have the ability to Undo entire reconciliations using the steps provided by my colleagues above. The good news is, it's never been easier to get in touch with a QBO Accountant! By using Intuit's Find-An-Accountant portal, you'll be put in touch with a certified expert who would be more than happy to lend a hand with your Reconciliations. Just head to the link and search for a local professional with your ZIP code.
In the meantime, you can manually un-reconcile each transaction using the steps below:
Changing a Transaction's Reconciliation Status
Doing this will remove the transaction from its reconciliation report and affect the total reconciled balance for the bank account. Check out our thorough guide on un-reconciling transactions for more information. Please keep in touch with me here should you have any additional questions or concerns, I want to ensure your success. Thanks for dropping in and have a wonderful rest of your day.
Hello there, @sharon12.
I'd like to share some information about the undo option in view register.
There's no undo option on the View Register page. The meaning of the "Undo a reconciliation" from view register is to manually edit the transaction to reconcile, it's also called as "un-reconcile" transaction.
Also, if you want to undo entire reconciliations, I encourage seeking help from your accountant. This way, they can offer you some advice about undoing transaction.
For more detailed information about undoing a reconciliation, you can read this article for your reference: How to Unreconcile a Transaction or Undo a Reconciliation.
Don't hesitate to leave a comment below. I'd be glad to answer if you have any additional questions.
Good to have you here, discountinsurance.
The Undo option button is only available for the QuickBooks Accountant version. However, you can manually undo a reconciled transaction. Let me provide you the steps on how to do it. Here's how:
The transactions will then be removed from your reconciliation.
If you have any other concerns, please let me know. I'll be sure to get back to you.