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January 12, 2021
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Is it possible to undo an account reconciliation and redo it? When on the "History by account" page, my action menu on has a "print" dropdown.

  • January 12, 2021
  • 2 replies
  • 0 views
some blog say there should be an "undo" within the action dropdown but I do not see one.
Best answer by AlexV

Yes, you can undo it, michael-cardman.

 

The Undo button in the Action column is only available in QuickBooks Online Accountants. If your accountant is using this version, you can let them undo the reconciliation on your behalf. Here's the article for the detailed steps: Undo a client’s reconciliation in QuickBooks Online Accountant

 

You can also invite an accountant to review your accounting in QuickBooks Online.

 

We can manually undo it if you want to do it by yourself. You can follow these steps:

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Find the account and select View register
  3. Locate the transactions you want to unreconcile and select it to expand.
  4. Repeatedly click the box with the letter R until it's blank. Then, Save.

Please check Undo or remove transactions from reconciliations in QuickBooks Online. This will give you more info on what to do if you encountered issues with your reconciliation. 

 

Don't hesitate to post again if you have other questions. We'll respond as soon as we can.

2 replies

AlexV
AlexVAnswer
January 12, 2021

Yes, you can undo it, michael-cardman.

 

The Undo button in the Action column is only available in QuickBooks Online Accountants. If your accountant is using this version, you can let them undo the reconciliation on your behalf. Here's the article for the detailed steps: Undo a client’s reconciliation in QuickBooks Online Accountant

 

You can also invite an accountant to review your accounting in QuickBooks Online.

 

We can manually undo it if you want to do it by yourself. You can follow these steps:

  1. Go to the Accounting menu and select Chart of Accounts.
  2. Find the account and select View register
  3. Locate the transactions you want to unreconcile and select it to expand.
  4. Repeatedly click the box with the letter R until it's blank. Then, Save.

Please check Undo or remove transactions from reconciliations in QuickBooks Online. This will give you more info on what to do if you encountered issues with your reconciliation. 

 

Don't hesitate to post again if you have other questions. We'll respond as soon as we can.

August 30, 2021

I'm in accountant mode and it doesn't work -get exactly same as what person is saying - just shows Print in dropdown

August 30, 2021

I’m glad to see you in this thread, new_to_this.


Let me provide some information about the Undo reconciliation option. Then guide you in the right direction on how to resolve your concern.


For QuickBooks Online Accountant (QBOA) users, there are special tools you can utilize to enhance your bookkeeping. The feature mentioned above is one of them.


If you’re using a different QuickBooks Online version, you’ll not see the Undo menu in the Action column. This option is only available for accountants with QBOA subscriptions.


For more details, check the following article: Use accountant tools and features in QuickBooks Online Accountant. From there, you’ll see how each accountant tool works.


To unreconcile the account, you’ll have to remove the transactions one at a time. I recommend following the steps shared by the AlexV above.  Once done, you can now reconcile your bank or credit card account.


If you encounter any hurdles during the reconciliation process, the links below contain solutions on how to resolve them. The troubleshooting is scenario-based, and I suggest you choose the one that suits your situation.

 

 

Reach out to me again for any other reconciliation or QuickBooks concerns. I’ll get back to help and make sure you’re taken care of. Have a good one.

May 3, 2023

I literally just went to the gear icon > manage users > accountants > then invited myself as an accountant. Then I followed the steps as an accountant and un-did my reconciliations.