How do I undo a bank reconciliation. It says that we must have our accountant do it? This was a simple process in QBD.

Hi there, 

Reconciliation is an important step in your business bookkeeping. Keeping on top of monthly bank reconciliations will help you feel confident that your books match your real-life transactions. I'd be happy to explain how you can undo your bank reconciliation if you need to make adjustments. 

You're able to undo your reconciliation manually if you're not working with an accountant, however it's always encouraged to go through an accountant in order to save yourself some time.

If you're connected to an accountant in QuickBooks Online, your accountant can undo or delete completed reconciliations by following the steps in this article: Undo your client’s reconciliations with QuickBooks Online Accountant. Having your accountant complete these steps is the best way to undo a reconciliation, as they have access to the Undo tool you're referring to. If you're not connected to an accountant, you can find one in your area here: Find a ProAdvisor.

You may not need to do this and lose all your reconciliation work. Take a look at this article to see if you can avoid undoing your reconciliation: Avoid undoing a reconciliation.

If you're still in need of undoing a reconciliation, and you're not connected to an accounting professional with access to the Undo tool, here's what you'll do: Undo and remove transactions from reconciliations in QuickBooks Online.

This should help get you back on the right track. If you have any other questions, please don't hesitate to reach out to our tech support team.

Have a great day!