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fran45
January 10, 2024
Question

undo reconciliation

  • January 10, 2024
  • 1 reply
  • 0 views

I had to undo reconciliations for 6 months. However, when I went to reconcile anew the transactions didn't show up!

They were still showing with 'R' on the register.  I had to undo each transaction with an 'R' one at a time.

There has to be a less time consuming way to do this.  When the accountant did the undo reconciliation, why didn't the transactions in the register follow suit? They were all still showing 'R' as being reconciled....

Is there a way to undo all the 'R' for the month, instead of 1 at a time?

1 reply

E
Erika_K
January 10, 2024

Good day, fran. 

 

In QuickBooks Online (QBO), we can only undo reconciled transactions one at a time. If you want to speed up this process, I recommend inviting your accountant who's currently using the QuickBooks Online Accountant version. They have the tools that allow them to undo an entire reconciliation. 

 

To send an invite to your accountant, we can: 

 

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

 

Furthermore, check out this guide to learn more about what to do if QBO doesn't match your bank statement after reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online. 

 

Let me know if there's anything else I can do to help you unreconcile your data in QBO. Keep safe! 

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