Undo bank reconciliation feature is not available in any plans at this time. It is available in Accountant version only.
In order to UNDO IT, first log in to your QBOA account
- Go to Client home page screen
- Click the company gear (upper right corner)
- Click Reconcile under Tools
- Select Bank Account to UNDO reconciliation
- Hover your mouse cursor over the reconciliation month you want to undo (under Ending Balance or Auto Adjustment or any column) and as you are hovering you will see UNDO button to the right next to Auto Adjustment column
- Select UNDO button
- New Undo Reconciliation screen will open
- Click OK
- Next, Success screen will open
- Click OK again
It will longer be on the Reconciliation History & Reports list.
NOTE: If you need to sign up for QuickBooks Online Accountant version, you can do it from here and the price is right (it’s FREE):
https://quickbooks.intuit.com/start/qba_signup
See QBOA signup screen below for reference.
A customer should be able to undo a reconciliation without having to go through and Accountant account.
Yes, the accountant can sign up for free but the amount is billed to the client.
Quickbooks needs to change this.l
I agree. Eventually, Intuit will need to add UNDO bank rec feature in regular QBO. Hopefully sooner with new Bank Rec Update but in the meantime, anyone (not limited to just Accountants) can subscribe to Accountant version for FREE. Yes, it’s free. Just use a different email address to sign in and use Manger User feature to invite yourself as an Accountant. This will get the job done without paying extra charges through Accountant.
From Sign in at the upper right corner, choose QuickBooks Online Account.
URL link: https://quickbooks.intuit.com/accountants/quickbooks-accountant/
This no longer works even for an accountant with the new QB interface
David,
They have not taken away UNDO but with new bank reconciliation interface, they just moved it.
Please follow these steps:
From the homepage dashboard > Company Gear at the right corner > Select ‘Reconcile’ under Tools > Choose ‘Reconciliation History’ link at the far right (see images below) > Choose Bank Account in question to UNDO > Go to Action column > Pull-down arrow and select UNDO.
Hope UNDO feature is available on all regular plans soon!