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February 12, 2023
Question

How do I undo all my reconciliations

  • February 12, 2023
  • 1 reply
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1 reply

Daniela_A
February 12, 2023

Help is here, @thewashguywindow 

 

One transaction can only be unconciled at a time. I'd advise working with your accountant if you need to restart. With the use of QuickBooks Online Accountant, they can reverse the entire period at once.

 

Here's how to invite your accountant:

 

  1. Go the Gear icon in the upper-right corner, and choose Manage Users.
  2. Go to the Accounting firms tab, and click the Invite button.
  3. Enter the accountant's information.
  4. Hit Save.
  5. Let your accountant undo the entire reconciliation.

 

If you'd prefer to undo reconciled transactions one at a time on your own, you may proceed as follows:

 

  1. Go to the Accounting menu. Then select Chart of Accounts.
  2. Find the account and select View register.
  3. To help you focus on this task, filter the register to only include the last 60 days of transactions.
  4. Review the check column. If the transaction is reconciled, you’ll see an “R.”
  5. Select the box and keep clicking it until it's blank. It removes the transaction from the reconciliation.
  6. Hit Save. Then close your register.

 

I've included an article here that can assist you if you have problems reconciling.: Fix issues when you're reconciling accounts.
 

Feel free to mention me in the comments below if you have further questions about undoing reconciliation. Have a good one!