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February 28, 2024
Question

Quickbook onlineCan I unreconcial a full monthly statement like it was possible with the desktop version. the help said i have do one by one transaction

  • February 28, 2024
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1 reply

February 28, 2024

You can invite an accountant to help unreconcile your monthly data at once, evelyn.

 

In QuickBooks Online, you'll have to manually undo the reconciliation one by one. Instead of doing that, you can invite your accountant to help you undo an entire reconciliation at once. 

 

Here's how you can invite them:

 

  1. Sign in to QuickBooks Online as a primary admin.
  2. Go to the Gear icon and select Manage users.
  3. Select the Accountants or Accounting firms tab.
  4. Enter your accountant’s email address, then select Invite.

 

For more tips and guides about reconciling accounts, you can use these articles:

 

 

Be sure to post again if you have more concerns handling reconciliation. I'll be around to help.