Account management
Thanks for updating us on this, MFJ. I'm here to help you undo your reconciliation.
The steps provided by my colleague are for QuickBooks Online Accountant. If you aren't using the program, that's the reason why you're unable to see the Undo option. With this, you can only manually unreconcile your transactions.
Here's how:
- Go to the Accounting menu and then select Chart of Accounts.
- Locate the account, then click View register.
- Select the transactions you want to unreconcile.
- Double click the Check (✓)column until the box is blank.
- Click on Save.
If you're an accountant, the accumulated cache can cause a browser-related issue. I'd recommend accessing your account via a private window to resolve this.
Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + P
Once signed in, check if the option is now available. If it does, let's clear the browser's cache. This removes its stored files to ensure the program performs efficiently.
Aside from private browsing, you can also use other supported browsers. They'll provide the best and most secure experience with QuickBooks.
Additionally, I've included an article that'll help you keep a handy copy of your reconciled data. This is useful if you have trouble reconciling the following month and when you meet with your accountant: Generate a Reconciliation Report.
I'm only a few clicks away if you need assistance in unreconciling your transactions. It's always my pleasure to help you out again.
