Let me step in to shed some light on how you can undo reconciliation in QuickBooks Online (QBO), @aye.
Currently, the feature to undo the entire reconciliation is exclusive to accountants with a QBO Accountant subscription. Considering that, you don't have the Undo option under the Action column on the Reconciliation page. If you have an accountant, you may invite them to your company so they can accomplish this task on your behalf.
However, the primary admin has general access to every part of the QBO account. That said, you can manually remove individual transactions from the reconciliation. Here's how:
- Go to the Gear icon and select Chart of Accounts.
- Locate the account that has the reconciled transaction and click View Register.
- Find the transaction and select it to expand the view. If the entry is reconciled, you'll see an R in the checkmark (✔) column. To undo it, click the box until it's blank.
- Select Save.
Moreover, I'll share these pointers to help rectify issues during reconciliation:
Should you have further queries concerning reconciliation, please don't hesitate to visit us again. Our team is active 24/7 to assist. Keep safe and have a good one.
