I'd be glad to assist you with your bank reconciliation, @walton123.
Yes, the Undo option for a reconciled period is only available in QuickBooks Online Accountant. You'll want to invite your accountant to your company, and let them undo the reconciliation period at once.
Once done, follow the steps found in this article to undo a client's reconciliation.
Otherwise, you'll have to unreconcile a transaction manually. Here's how:
- Go to Accounting, and then choose Chart of Accounts.
- Find the account holding the transaction, and then tap View register.
- Select the transaction you want to unreconcile to expand the view.
- Review the check column. If the transaction is reconciled, you’ll see an “R.”
- Tick the checkbox. This changes the letter in the box. Keep selecting it until the box is blank. This removes the transaction from the reconciliation.
- Click Save.
To view all articles related to banking tasks, check out this link: Find help with bank feeds and reconciling accounts.
Reach out to me if you still have questions or concerns with bank reconciliations. I'll be around for you. Take care and have a good one.
