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September 28, 2022
Question

I want to be able to undo all my bank reconciliations up to 2018. I know desktop has that feature but can't find it in online. not single transacts but whole recon

  • September 28, 2022
  • 1 reply
  • 0 views
it is needed for QB online.

1 reply

AlcaeusF
September 28, 2022

Hello there, @leigh2.

 

I'm here to share information about undoing reconciliation in QuickBooks Online (QBO).

 

In QBO, you can only unreconcile one transaction at a time. In your case, since you want to do it up to 2018, I suggest reaching out to your accountant or accounting professional. They have the option to undo the entire period at once using their QuickBooks Online Accountant (QBOA).

 

Here's how to invite your accountant:

 

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

 

On the other hand, if you still prefer to do it by yourself, follow these instructions to undo reconciled transactions one at a time:

 

  1. In QBO, go to the Accounting menu. Then select Chart of Accounts.
  2. Find the account and click View register.
  3. Review the check column. If the transaction is reconciled, you’ll see an “R.”
  4. Select the box and keep clicking it until it's blank. It removes the transaction from the reconciliation.
  5. Tick Save. Then close your register.

 

I've added here an article that will help you in case you encounter reconciliation issues: Fix issues at the end of a reconciliation in QuickBooks Online.

 

For more tips and other resources you can use in the future, I recommend visiting our website: Self-help articles.

 

Please let me know if you have additional questions about reconciliation or anything else. I'm more than happy to answer them. Keep safe.