top of page
  • larrywilson.lw9899tfrQn

QuickBooks Online Undo Reconciliation | Simple Method Explained

Updated: Mar 28



There are times when a QuickBooks user might want to undo reconciliation in QuickBooks and this need arises when the affects of reconciling the bank account in QuickBooks does not deliver the expected results. Reconciling the bank account in QuickBooks makes some permanent changes to the accounting data and reverting it back requires in-depth knowledge of bank account reconciliation. Here in this article we are going to discuss a detailed and step-by-step method to QuickBooks Online Undo Reconciliation. Keep reading the complete article for detailed instructions on reverting back a reconciliation in QuickBooks Online.

If you are new to reconciliation in QuickBooks then we suggest you get in touch with an expert to avoid losing even a bit of your crucial business transaction info. Call QuickBooks banking support number (855)-856-0042 and get in touch with the experts now.

The method that we are going to list down will only work if you are a QuickBooks Online Accountant user. Undoing the reconciliation is a complex accounting task and this is the reasons that the option to undo reconciliation is not available in other versions of QuickBooks Desktop. If you don’t feel comfortable enough to get the desired results on your own, then we suggest you get your accountant involved. Here are the steps you can follow to invite your accountant to help you undo the previous reconciliation:

  1. Open QuickBooks Online Accountant and click the Gear icon that you will find at the top right of the screen.

  2. Now select the Manage Users option and navigate to the Accounting Firms section.

  3. Now click the Invite button and fill all the information required of your accountant.

  4. Hit Save and this is how you can invite your accountant to undo the reconciliation in QuickBooks Online.

  1. Open QuickBooks Online Accountant and click the client’s name to select it from the drop-down at the top.

  2. Now click the Gear icon and select Reconcile.

  3. Click History by Account on the Reconcile an Account window.

  4. Now make your selection for the account and the report period.

  5. Finally select Undo from the Action drop-down menu.

  6. Click Yes to save the changes and at the end hit Yes to confirm.


Closure


This way you can easily get QuickBooks Online undo reconciliation and in case if you are not satisfied with the results, then you can reach us at our QuickBooks Online technical support number (855)-856-0042 for expert’s help and guidance undoing the reconciliation in QuickBooks Online.

30 views0 comments
bottom of page