Is it possible to undo a reconciliation on the online version of Quickbooks? I can only find desktop instructions that don't translate to the online one.

Hello there, @hippo2810.

The undo reconciliation feature is currently available in QuickBooks Online Accountant only. If you're using the regular version, you'll have to manually unreconcile each transaction.

Here's how:

1. Go to the Gear icon, then select the Chart of Accounts.
2. Select the account from the list, then click View register.
3. Find the transaction that needs to be unreconciled, one at a time.
4. In the reconcile status column, repeatedly select the top line of the transaction to change the status.
   • C - Cleared
   • R - Reconciled
   • Blank - Not cleared or reconciled 
5. Click on Save.
6. Choose Yes to confirm that you want to unreconcile the transaction.

You can also visit this article for further guidance: Unreconcile a transaction or undo a reconciliation.

Feel free to let us know if you need more assistance with this. We're always here to lend you a helping hand. Have a great day.

@hippo2810 

if you have an accountant who signs in to your QBO account, have him log in and use the accountant tool, undo recon
or
invite yourself as the accountant, create the log in, and log in as the accountant so you can use the accountant tools (use a different email for the invite)

Hi, Bambi.

I want to ensure you won't go through this kind of experience again while reaching out to Support. Thus, I'm here to take care of your reconciliation today.

Beginning balance issues on reconciliation happens when a user:

• entered an incorrect opening balance when they created the account in QuickBooks.
• added transactions that are older than the opening balance, but didn't edit the original opening balance entry to reflect the change.
• edited, deleted, moved, or unreconciled an already reconciled transaction. This changes the ending balance of your last reconciliation, which impacts the beginning balance of the next one.
• manually reconciled a transaction, so it didn't show up on the next reconciliation.

To isolate the issue, I suggest matching and categorizing all of your downloaded transactions before you start reconciling. You need to categorize everything to get your final correct beginning balance.

If there are changes that affect your beginning balance, you can run the discrepancy report to check to fix the difference and resume your reconciliation.

1. Go to the Gear icon, then click on Reconcile under Tools.
2. Pick your account from the Reconcile an account window.
3. When a pop-up message appears about off-balance, click on the We can help you fix it link to open your discrepancy report.
4. Review the discrepancy report to decide if and how to make changes.
5. Before editing anything, talk with whoever made the changes to confirm the action (they may be intentional).

Once you know that you need to make corrections, review each transaction on the report one at a time:

1. Select View to see the history of changes to the transaction.
2. Review the Change Type column. This tells you what changed. 
3. Make the changes based on the message in the Change Type column (Amount changed, Unreconciled in the register, Reconciled in error, Deleted).

Once the beginning balance is corrected, you can now start reconciling your March entries. If you see issues in the middle of your reconciliation, here's what you should review.

If you have any other follow-up questions about your reconciliation, let me know by adding a comment below. I'm more than happy to help. Keep safe!