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June 27, 2024
Question

How to undo a reconciliation?

  • June 27, 2024
  • 1 reply
  • 0 views
I did a first reconciliation on an account it was done wrong. I like to undo it and start over.

1 reply

Candice C
June 27, 2024

Good morning, @isaacl-nlcn-org

 

Welcome to the Community! 

 

To undo a reconcile within your QuickBooks Online, your accountant will have to use their QuickBooks Online accountant account. They can use these steps below to successfully undo the reconcile: 

 

  1. Go to the Accounting menu.
  2. Tap the Reconcile tab.
  3. Select History by account.
  4. Pick the account you want to reconcile and date range from the dropdowns.
  5. Find the reconciliation on the list.
  6. Click View report to open the Reconciliation Report.
  7. Review any discrepancies and changes your client wants to make.
  8. When you’re ready, press the dropdown ▼ in the Action column, and then choose Undo.
  9. Hit Yes and then Undo to confirm.

 

Review this guide for more details: Undo a client's reconciliation

 

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