Easiest Way to Undo Reconciliation in
QuickBooks Online
In this article, we will discuss a detailed and step-by-step method for undoing reconciliation in
QuickBooks Online. Keep reading this guide until the end and undo the previous reconciliation
in QuickBooks Online like a Pro.
Occasionally, QuickBooks users may find themselves in a situation where they need to undo
reconciliation in QuickBooks. This need arises when the output of reconciling the bank
account in QuickBooks does not match with what you have in the actual statement. Reconciling
a bank account in QuickBooks requires making permanent changes to the accounting data, and
reversing this process requires a thorough understanding of bank account reconciliation.
For users new to reconciliation in QuickBooks, experts suggest getting in touch with certified
experts to avoid any accidental data loss. You can dial +1 833-802-0002 to connect with the
experts from our support team
Instructions to Undo Reconciliation in QB Online Accountant
The method discussed below is developed for QuickBooks Online Accountant users. Undoing a reconciliation is a
complex accounting task, which is why the option to undo reconciliation is only available in QuickBooks Online
Accountant and not in other versions of QuickBooks Desktop. If you are not sure about getting the expected
results, we suggest getting in touch with your accountant throughout the reconciliation process. Given below are
the steps to invite your accountant to help you undo the previous reconciliation:
•Open QuickBooks Online Accountant and click on the Gear icon located at the top right of the screen.
•Select the Manage Users option and navigate to the Accounting Firms section.
•Click on the Invite button and provide all the necessary information about your accountant.
•Save the details to invite your accountant to undo the reconciliation in QuickBooks Online.
Now, as you have your accountant in QuickBooks Online, follow the instructions below to undo the reconciliation.
Steps to Undo a Reconciliation on Your Own
•Launch QuickBooks Online Accountant and select the client’s name from the drop-down menu at the top.
•Click on the Gear icon and choose Reconcile.
•Navigate to History by Account on the Reconcile an Account window.
•Select the account and the report period.
•Choose Undo from the Action drop-down menu.
•Confirm the changes by clicking Yes and proceed to click Yes to confirm.
Conclusion
Now, you must check whether the data on the bank and in QuickBooks matches. If not, there must be some discrepancies in
the data, and you will need to fix them with the help of experts.
By following these steps, you can efficiently proceed with QuickBooks Online undo reconciliation. If you require further
assistance or find reconciliation discrepancies in QuickBooks Desktop or Online, feel free to contact our QuickBooks Online
technical support team at +1 833-802-0002 for expert guidance on undoing reconciliation in QuickBooks Online.