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elfinwood
Level 1

How can I unreconcile my account if I don't see that option in History by Account. I am the administrator of the account and Manage Users says I have full access.

Video shows that View Report button in History of Reconciliation has option to undo reconciliation for each report. I don't see that option but I am Administrator.

1 Comment 1
JeveeAdvin__la
QuickBooks Team

How can I unreconcile my account if I don't see that option in History by Account. I am the administrator of the account and Manage Users says I have full access.

Hi there, elfinwood.

 

I appreciate your confirming that you are the Primary Admin of the account. Since you're unable to see the option to undo the reconciliation in History by Account, you can manually unreconcile the transactions in QuickBooks Online.

 

Here’s how:

 

  1. Click the Gear icon in the top corner of the screen.
  2. Select Chart of Accounts.
  3. Locate and select the relevant account, then click View Register.
  4. Identify the transactions you’d like to unreconcile.
  5. Change the R status to either blank or cleared (C) by clicking on it repeatedly.
  6. Click Save, and confirm the change by selecting Yes.

 

If you’re using QuickBooks Online Accountant, you can take advantage of the Undo reconciliation feature. This tool allows you to reverse previous whole reconciliations without manually editing individual transactions in the register. Please note that this feature is available only to accountants.

 

It's a good idea to talk to your accountant before making any changes. This will help keep your records accurate and ensure the changes align with your financial processes.

 

Before we finish, I suggest you explore QuickBooks Live Expert Assisted to streamline your accounting, maintain precise financial records, and access professional support. This could free up valuable time, allowing you to concentrate on expanding your business

 

We’re here to assist further and ensure everything works smoothly for you. 

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