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Maintaining an accurate balance in QuickBooks is crucial, @Payro-Limited. Thank you for sharing the details about your situation regarding the desire to revert QuickBooks Online (QBO) to a specific point in the past. I appreciate your time, and I want to ensure addressing this matter efficiently.
If you are using QBO Advanced and have enabled backups for your company, the fastest way to revert all recent changes is by restoring a backup. You can follow these steps:
- In your QBO account, go to the Gear icon. Then, choose Back up company.
a. This will open the Online Backup and Restore app on a new browser tab. - Select the Home tab from the left navigation panel.
- Pick the company whose backup you want to restore, and click on the Three vertical icons.
- Hit Restore.
- Choose the Source Company, Date, and Time, and choose the backup from (or closest to) 2/12/2024.
On the other hand, if you're using QBO Simple Start, Essentials, or Plus, please know that undoing all the changes that you have made from a specific previous date, such as 2/12/2024, is not straightforward and we'll have to revert the changes manually. Whether you need to delete or update transactions, running an Audit Log report can help you in this task. Here's how to run the audit log:
- Go to the Gear icon in your QBO account.
- Choose Audit log.
- From the Date Changed drop-down list, choose Custom to enter the From and To dates.
- Pick All transactions from the Events dropdown.
You can then use this list to delete the transactions and restore the balance in your QuickBooks from the date you desire.
Moreover, if what you need involves undoing previous reconciliations to restore the reconciliation balance to a previous date, I'm adding these articles as references:
- Undo or remove transactions from reconciliations in QuickBooks Online
- Undo a client’s reconciliation in QuickBooks Online Accountant
Should you need help setting up custom reports that provide insights into your business performance, I'm adding this article as a guide: Customise reports in QuickBooks Online.
If you have more questions or would like to add further detail about reverting changes to your QBO account, don't hesitate to reply back to us here in the Community. We're committed to offering ongoing support. Take care!