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Undo a client’s reconciliation in QuickBooks Online Accountant

by Intuit•507• Updated 3 days ago

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

Accountant access to your client's QuickBooks Online company
Download any attachments tied to the reconciliation. Undoing a reconciliation deletes all existing attachments.

Undo an entire reconciliation

Open your client’s company file in QuickBooks Online.
Go to Accounting and select the Reconcile tab.
Select History by account.
Select the account you want to unreconcile and the date range.
Find the reconciliation you want to undo.
From the Action column, select the dropdown ▼, then select Undo.
Select Yes.
Select Undo.

Note: If you don't see Undo, make sure you've opened your client's company file from QuickBooks Online Accountant.

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.

What’s next

After undoing the reconciliation, you can reconcile the account again and fix any errors.