After spending more than an hour talking/messaging to three different Intuit support staff trying to resolve this issue, and at one point getting ready to look for another platform, I finally struck gold with the last gentleman I spoke with (Thank you Christopher!)
The solution ended up being fairly simple; make yourself your own accountant!
There is no charge for "accountants" with at least one client (in this case yourself) to access the QBO Accountant version of QBO.
Assuming you are the admin on your QBO account;
- Click the Gear and select "Manage Accounts".
- Select the "Accounting Firms" tab and add a new firm. Enter your own email address.
- You'll receive an email from Intuit prompting you to set up your firm. Take the defaults.
- The next time you log into your QBO account (assuming you used the same email address for "Firm" as your QBO login), you'll be be in the QBO Accountant version of QBO.
- You'll be able to toggle between the Accountant view and the Business view AND the Reconcile "Undo" option is now available to you!
Echo
