I agree with the other users here who are dumbfounded at the absence of a basic bookkeeping function. It does NOT require an accountant to reconcile or un-reconcile or re-reconcile a period in real life, nor should it in QBO.
Even better, while on the phone with QBO tech support I was asking about payments mysteriously being applied to very old (2017) open credits and not one of 4 tech support representatives I've spoken with in the last 2 weeks mentioned the "automatically apply payments/credits" preference that was active.
I found it on my own but not before being told by one of your tech support reps on 12/24/19 to mark a 2017 payment as unreconciled, then back to reconciled in order to unapply it. It was open from 2017 and had been applied to a bill from 2019 due to the auto apply feature.
Guess what, Intuit?!?!?!? Now our books are off for the last 3 years and when I asked the rep which account I need to adjust support's reply was first, checking, then when I said that's only one side they said "we aren't accountants". No, you're not, but neither are you able to tell me how QBO functions and neither are you familiar enough with the ramifications of your own program to not tell a customer to perform a function which will cause an out of balance situation that isn't correctable other than adding a new accounting user.
I worked nearly 20 years in support and software development for a POS/accounting software company. This experience is unacceptable, as is the inability to have access to a basic bookkeeping function.
I finally realize that even if I make a journal entry it likely won't fix my inability to process any reconciliations. Our only option now seems to be to create an accountant user to proceed. This is a huge fail and we also are considering an alternative tool for our books. Unbelievable.
