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Undo an entire reconciliation in QuickBooks Online
In QuickBooks Online, you can undo an entire reconciliation instead of removing transactions one at a time. This lets you start over and fix any errors.
Undoing affects only transactions that were reconciled as part of a reconciliation. It doesn't change transactions you reconciled manually in the register.
Who can undo a reconciliation?
You need one of these user roles to undo a reconciliation:
Primary admin
In-house accountant
An accountant user with access to their client's company through QuickBooks Online Accountant
Before you undo
Undoing a reconciliation changes your books, and one part of it can't be recovered: the reconciliation report and its attachments are permanently deleted. Download any attachments you want to keep before you undo.
| Note If you have an accountant, talk to them before you undo a reconciliation. |
When you undo:
The reconciliation you choose, and any reconciliations completed after it, are undone.
Reconciled transactions revert to uncleared or cleared status.
The reconciliation report and its attachments are deleted.
The account's beginning balance reverts to the ending balance of the reconciliation before the one you undo.
Undo a reconciliation
Go to All apps ⋮⋮⋮, then select Accounting, then Reconcile.
Select History by account.
Select the account and date range, then find the reconciliation you want to undo.
From the Action column, select the dropdown ▼, then select Undo.
Review the consequences in the confirmation window, then select the checkbox to acknowledge them.
| Note You can't continue until you select the checkbox. To exit without making changes, select Cancel. |
Select Undo reconciliation.
Result
You'll see a confirmation showing what was reverted, including the ending balance and statement date of the undone reconciliation. The register updates automatically.
Transactions still in the register for the undone dates may also have been changed manually. Check the audit history to verify.
Next steps
Reconcile the account again and fix any errors.
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