Can't access Reconcile as a Company Admin

Thanks for posting in the QuickBooks Community, @FHG-CH. I'll ensure to share information about getting user access to reconcile in your QuickBooks Online (QBO) account.

If you're the Primary Admin, you have access to every part of the QuickBooks account. The same goes with the Company admin. The only distinction is that the Company admin cannot edit or remove the Primary Admin's access.

Since the Primary Admin connected the banks and reconciled the banks, please make sure that the login used is correct.

You might want to check these articles related to QBO roles: 

• Add and manage custom roles in QuickBooks Online Advanced
• User roles and access rights in QuickBooks Online

Moreover, I'm adding this article to guide you with other fixes for reconciliation errors: Undo or remove transactions from reconciliations in QuickBooks Online.

Keep us posted in the comments below if you have additional questions about managing reconciliations. We'd be glad to have you in this forum. Have a great day ahead!

@LollyNino_C,

Thank you for your reply, but you gave me information I'm already familiar with and never answered my question directly.  I've not found any solutions in QB Support or on Google.  If you are unable to answer my question, is someone else able to help me?  Or where do I need to go to get answers?

Thanks.  I really need help and a solution to this issue.  It's hindering my ability to complete tasks.

Hello there, @FHG-CH.

I understand how challenging it is to find answers through the internet to reconcile an account in QuickBooks Online Advance. Rest assured, I'm here to help you get past this setup screen on your QBO reconciling page, @FHG-CH. Since your primary admin has already reconciled using QBO Advanced, then let's proceed to an alternative.

Let me share some workaround that can help you get through this. You can head to the Chart of Accounts as an alternative way of going to the Reconcile page.

Here's how:

1. On the left menu, go to Transactions and select the Chart of Accounts tab.
2. Look for the bank or account you want to reconcile and click View Register under the Action column.
3. Click the Reconcile button.

If it shows the same setup page, I recommend contacting our QuickBooks Online support to investigate this further and apply a solution as soon as possible. Please also ensure to inform your primary admin about this.

After successfully reconciling your bank, you can consider closing your books yearly to control undesirable changes before filing your taxes.

Feel free to leave a reply if you have other concerns besides reconciling in QuickBooks Online Advanced. I'd be glad to help you anytime.

Hi @MarkAngeloG,

Thank you for your reply.  I'm familiar with QBO and your suggestion was one that was immediately attempted.  I took all routes to attempt to get a different result and to no avail.  It was the same set up screen.  I'll call QB Support in an attempt to find the solution.

Thanks 

Good Morning All,

I have read the full conversation and instructions and I have to say that I have the same issue. As a Primary Admin (Company director), I cannot undo a reconciliation to correct certain reconciled periods of time, however, it seems that my outsourced accountant has that option. I find this very odd since under permission I have everything as "Full access/ Full permission". Could you please advise how this can be fixed and how, as a company director should have full access to reconciliation?

Your help would be most appreciated. Many thanks

The batch undo reconciliations tool is only available in QuickBooks Online Accountant, not with any permission levels in standard QuickBooks Online.
 

This feature is limited to accounting professionals to protect your data, since undoing a reconciliation changes opening balances for all subsequent months. Keeping this feature in the accountant’s toolkit helps prevent accidental data errors that could affect your financial reporting.
 

While the batch undo tool isn’t available, you can still manually unreconcile transactions one at a time in standard QuickBooks Online.

If you have further questions or concerns, feel free to reach out. We’re always here to help.