Hi there, bcmccurdy. When you undo your reconciled account, you can reach out to your account. Let me show you the steps in contacting an accountant in QuickBooks Online.
If you have duplicate payroll expenses that are reconciled, you can delete them. However, only your accountant has the option to undo it.
You can provide these steps to your accountant to undo the reconciliation:
- Navigate to the Accounting menu.
- Click on the Reconcile tab.
- Choose History by account.
- Select the account you wish to reconcile and specify the date range from the dropdown menus.
- Locate the reconciliation in the list.
- Click View report to open the Reconciliation Report.
- Review any discrepancies and consider the changes your client wants to implement.
- When ready, click the dropdown ▼ in the Action column, then select Undo.
- Click Yes, and then Undo to confirm your changes.
You can consider reaching out to your accountant who has a QuickBooks account. If none, visit our article for you to reach out to an accountant.
Furthermore, once your transactions are all set, you can redo your reconciliation and ensure your books are balanced.
You may elevate your financial management to new dimensions with the guidance of our QuickBooks Payroll team. Our experts excel at refining your financial processes and imparting personalized advice that aligns with your business objectives. A click is all it takes to embark on a journey toward financial excellence.
Additionally, if you have issues with the accounts you've reconciled in the past, feel free to refer to this article. This will help you check what are the reasons why there's an error.
By following these steps, you should be able to correct the duplicate payroll expenses without disrupting your bank reconciliation. If the issue persists or if you need assistance with complex transactions, don't hesitate to reach out. I'm here to help.
