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L
louvarte-bigpond
August 31, 2020
Question

How do I undo a number of bank reconciliations covering the period 1/7/2019 to 30/6/2020? When viewing each reconciliation there is no ability to undo only to print.

  • August 31, 2020
  • 1 reply
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1 reply

MichelleBh
MichelleBh
August 31, 2020

Hi, @louvarte-bigpond.

 

I want to make sure you're able to reconcile your bank account in QuickBooks Online. The Undo option for a reconciled period is only available in QuickBooks Online Accountant. I'd recommend inviting your accountant to your company and let them undo the reconciliation period at once.

 

Here's how: 

  1. Click the Gear icon in the upper-right corner, and select Manage Users.
  2. Go to the Accounting firms tab, and click the Invite button.
  3. Enter the accountant's information.
  4. Click Save.
  5. Let your accountant undo the entire reconciliation. 

 

Otherwise, you'll need to undo the reconciled transactions one at a time. You can use this article for reference: Undo and remove transactions from reconciliations in QuickBooks Online.

 

Please let me know if I can be of further assistance. I'll be around to help you out. Have a great day!

 

J
Jasminka4
October 24, 2020

Wow. 

This is poor.

So you want us to ring your partners (accountants) to be charged more to undo multiple transactions?

May I ask, what's the percentage of time billed that QBO receives for sending this business their way?

 

The more I use this programme, the more I realise why it's better to simply pay more for something that offers the functionality to actually meet my accounting needs. 

 

I am finding QBO makes little logical sense in many things. However, I note that many of these issues seem to benefit the company in some way - sacrificing functionality for QBO's own internal purposes, clearly disadvantaging end users.

 

From not being able to send client invoices from your own email address to this clunky, costly work around to a common problem, poorly addressed.

 

My client refuses to move to yet another accounts programme, but I will be nixing any future clients wanting to use this system. 

 

Poorly (sneakily) designed and poorly administered. Well done QBO, you have now managed to overtake even MYOB for poor form and and even worse customer 'service.'

 

It really is worth firing a client to be rid of you.

 

 

 

 

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