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April 29, 2020
Question

Can I undo a reconciliation without asking my accountant to do so? Trying to save money on accountant fee.

  • April 29, 2020
  • 1 reply
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1 reply

AlexV
April 29, 2020

Hi there, user48994.

 

Yes, you can manually undo a reconciliation. We need to make sure first that we're doing the right changes cause it'll affect your books. You may check these articles before undoing the reconciliation:

If you're sure already, these are the steps on how to do it:

  1. Go to the Accounting tab and select Chart of Accounts.
  2. Locate the account and click View register.
  3. Find and select the transaction you want to unreconciled.
  4. Under the check column, repeatedly clicking the box until it is blank. Select Save.

You can also refer to our reconcile workflow in QuickBooks for additional details.

 

Comment below of post again if you have more questions. Have a great day!