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Undo a client’s entire reconciliation in QuickBooks Online Accountant
In QuickBooks Online Accountant, you can undo a client's whole reconciliation instead of removing individual transactions. This lets you start over from scratch to fix any errors but doesn’t undo manually reconciled transactions.
What you'll need
Before you begin, make sure you have completed the following prerequisites:
Accountant access: You must have Accountant access to your client's QuickBooks Online company.
Save attachments and reports: Download any attachments and reports associated to the reconciliation.
Undoing a reconciliation permanently deletes all related attachments and reports.
Follow these steps to undo a reconciliation for your client:
Result
The chosen reconciliation, and any reconciliations since then, are undone. Transactions that remain in the register for the dates that were undone may have changed manually. Check your transaction audit history to verify.
What’s next
After undoing the reconciliation, you can reconcile the account again and fix any errors.
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