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April 27, 2022
Question

is crucial for other products. Is there a way to add this component to allow users save time by not undoing the reconciled transactions one at a time.

  • April 27, 2022
  • 1 reply
  • 0 views

Undo reconciliation for several months?

1 reply

April 27, 2022

@danny-hanyurwimf, thank you for sharing this with the community. I'll share some insights about undoing a reconciliation in QuickBooks Online (QBO).

 

Since you don't want to go through unreconciling it manually, you can consider inviting an accountant to undo the reconciliation on your behalf. They have the option to undo an entire reconciliation when needed. To start, these are the steps:

 

  1. Sign in to your QuickBooks Online company.
  2. Click on the Gear icon, and then Manage Users.
  3. Go to the Accounting Firms section.
  4. Enter your accountant's email address and first/last name (optional).
  5. Click Invite. They'll then receive an email with a link for signing in to your company.
  6. Your accountant will be asked to create a user ID before signing in the first time unless they already have an account with Intuit Business Services.
  7. Until your accountant signs in, their status on the Manage Users page is "Invited" After accepting the invitation, their status changes to "Active".
  8. Once done, click Next and then Finish.

 

If you don't have an accountant, we can help you find one. Feel free to click this link to find an accountant for your business: Find a QuickBooks ProAdvisor.

 

In case you'd like to view your reconciliation report, you can visit this article for the steps: How do I view, print, or export a reconciliation report?

 

Feel free to reach out to me by leaving a comment below if you need further assistance with your reconciliation concerns. I'll always be here to help you. Take care and have a good one!