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January 28, 2020
Question

Our accountant doesn't use QB's and I need to completely undo a bank reconciliation, who can I do this?

  • January 28, 2020
  • 1 reply
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1 reply

AddieC
January 28, 2020

Hi there, 

 

Reconciliation is an essential part of running your small business. It's the best way to stay organized and ensure your accounting is accurate and updated. If your accountant doesn't use QuickBooks and you need to undo your reconciliation, you can do this by manually changing the status of each transaction. I'll explain how to do this below. 

 

First, please review this article: Avoid undoing a reconciliation. As explained there, you may not have to undo your reconciliation. 

If it makes sense to start over with a reconciliation or undo a completed reconciliation, follow the steps in this article to do it yourself: Undo and remove transactions from reconciliations in QuickBooks Online. Keep in mind, even small changes can unbalance your accounts. 

 

I hope this helps get you back on track. If you have any other questions, please reach out to our tech support team.

 

Cheers.