How to Undo a Previous Bank Reconciliation in Quickbooks Online
HTML-код
- Опубликовано: 3 ноя 2024
- How to undo a previous bank reconciliation in Quickbooks Online. You notice a mistake in the previous banks bank account. What do you do? It's actually easy...just undo the previous bank reconciliation. But how do you do that in QBO?
It's not as easy to find like it is in Quickbooks Desktop. It's like they don't want you to find it! But how to undo a previous bank reconciliation in Quickbooks Online is really quite easy...if you know how to find it.
This video shows you the simple steps to learn how to undo a previous bank reconciliation in Quickbooks Online.
Discover more tips and tricks at www.QBUniversity.org
www.QBUniversity.org/Masterclass - go here to discover the 4-step process to master Quickbooks that I teach all my clients!
I only have the print option? I don't have the undo option. I am on Accounting View and I have plus??
So did I. Any solution so far?
@@JasonLee7979 The only solution I have found is to go into the register and unreconcile each one individually.
same here. Did you get help?
@@wangeciperpetua5758 in order to undo a reconciliation you must be one of the Accountants. Go to the Gear icon, select Manage Users. Go to Accountant and add yourself using a different email than you use for your QB. You will get a phone text confirmation number.
Do you have accountant access?
My only option in the drop-down is “Print” - no undo 😢
Same!
@@kelseyschellenberg9260 I figured out you have to be registered as the accountant - called QBO support and they couldn’t change how I was registered, but luckily I just called the guy who was registered as our accountant and walked him through it.
same help!
Same here
same
I had never done this because I did not know it was not, and you in 2 minutes you clarified my life 🤣🤣.... direct video and without unnecessary stops.... you won a follower..!!!!
That’s awesome!
QB Online is nothing like the Desktop version, which I'm more familiar with. I tried using the help, but it was super confusing. You saved me so much time!! Thank you!
You’re welcome!
My QBO doesn't have the undo option. I am the primary Admin and we have the Quickbooks Plus.
See my comment above how to undo reconciliation.
It's super frustrating. You can only do it with the Accountant's copy.
I have spent HOURS doin that individually. Omg thank you!
You’re welcome!
I have QBO Simple Start and followed these directions; however, when I clicked on "View Report" there was no option to undo. The only option it has is Print Report.
I am adding that I checked this in both Accountant view and Business view.
Yes I updated the video for this as they took away this option. It is only available in the accountant version.
Do you have to have the Accountants access to undo a bank reconciliation?
I would like help with this too please. I only see Print as well. Thank you
Thanks for your tutorial. I tried what you did but my Quickbook doesn't show 'UNDO' button. :( What should I do?
I actually updated this video. QBO only allows accountant users to undo so you have to now manually unreconcile.
You are showing this in the accountant version of Quickbooks. How can you unreconcile a previous reconciliation as a business owner or bookeeper?
I did a different video on this. Unfortunately you have to manually unclear transactions in the register and re reconcile
Absolutely hate "online". A lot of it is like flying from San Francisco to LA via Tokyo. Ugh! Love Desk Top though. Also mad that Quickbooks is subscription only.
Yeah kind of a big money grab
I hate it too. But my accountant said they got notice they are eventually phasing out desktop version
I don't have the undo option in that dropdown menu. Any idea why?
I followed the instructions but when I clicked on view report, it did not give me the option of UNDO. Just an Print Option? What to do? Thanks
I am not seeing the option to undo. When I do what you show in the video all I see is the option to print. Is this because of the privilege? Or the version of QB. I am using Simple start.
It’s most likely because you are using simple start
@@QbuniversityOrg This is the very farthest thing from helpful that I can imagine.
My QB online doesn't have the undo option in that drop down menu? Only a "print"option
Its only available if you are an accountant on the account that is if you have higher access
See my comment above how to undo reconciliation.
@@Paperhands1089 I don't see your comment anywhere?? I only have the print button and I'm on accounting view
mine does not have an undo option, only print
when I go to the action button I am only given PRINT. any other suggestions?
It only gives me the option to print no undo????
When I click on "View Report" all I get in the drop down menu is "Print". I do not see an "Undo" tab. Only a "Print" tab.
Why i do not see UNDO, I cam see only print, is that means I m not allowed I do not have admin access?
Yes, unfortunately they changed this so that only the accountant version can undo a reconciliation
Thank you.
You’re welcome!
Question? Is there a faster way to undo reconciliation in QuickBooks online? The reconciliation was done on the desktop imported into QBO, and I need to fix some errors.
The Undo button is not showing up on my QuickBooks online. For some reason I don’t see “Undo” when under the History section. Why is it not showing up? I heard it’s because you have to be on the “online accountant” version.
Yep they changed it so that it’s only available in the accountant version unfortunately
I did undo all the reconciliation on one account. Can I start a new reconciliation from the beginning with a new balance from beginning statement?
Hi! I am not getting the "undo" in the drop down. I only see "print" Any suggestions?
Yes they changed it unfortunately. I did a new video on it here:
ruclips.net/video/VAYL74hieDQ/видео.htmlsi=xHcUgZKcHnQLd9Ql
Youre a Godsend to me today! Thank you!
You’re welcome!
What if it only says print with no undo option? Any other way to undo the months reconciliation?
Unfortunately no, only in the QBO accountant version. If you use an accountant and they have access they can do it for you
What if I just need to change GL #’s but not the dollar amounts? Could I just do that rather than undoing the reconciliation?
What do you mean by GL numbers? Account numbers? If so then yes you can change account numbers without undoing a recon
If I have my accountant undo all of my reconciliations, will I lose all the hours of categorizing and memo adding that I've already done? I'm scared!
No you shouldn’t lose any of that, it just unreconciles the accounts
Well, I guess that option has been removed. Now what are we supposed to do? EDIT: Well, for me, I was able to go into the transaction register and manually reconcile individual transactions, and delete duplicates, so that solved my reconciliation issues, but I did have to ask my accountant to unlock those years for me.
Yeah not sure why they removed it. Here is the updated video: ruclips.net/video/VAYL74hieDQ/видео.htmlsi=JsPgmZsc6l9g_2J_
Thanks - that was easy with your help!
You’re welcome!
Thank you!
You’re welcome!
Thank you. It worked. Definitely will be subscribing.
Awesome!
Thank you. This really helped me out.
Only accountant access can undo recon in qbo fyi
Correct. I made a new video about this
thank you... actually, only option in the drop down menu is "print". "undo" does not exist.
Correct. They took it away except for accountant users. I did a newer video on this
Thank you. for explain this step, you help me alot.🤕
You’re welcome!
Thanks Man!
You’re welcome!
The undo button is no longer there. any suggestions?
Yep made a new video on this:
ruclips.net/video/VAYL74hieDQ/видео.htmlsi=oCD5-mCE5YA4410-
So helpful thanks
You’re welcome!
Well, that doesn't work! Why would they remove this option? The new online version is the worst!! I hate it!!
I updated the video here ruclips.net/video/VAYL74hieDQ/видео.htmlsi=JsPgmZsc6l9g_2J_
This video did not allow us to undu only print please make a new video
I did, it’s on my channel
Awesome! Thanks!
Not using simple start and this undo button is not available.
See my comment above how to undo reconciliation.
doesn't work, can only print and no response as I've seen from previous people asking the same question. Would not recommend quickbooks university!
I have an updated video that I have told people about multiple times on my channel
the audio is not that great on this video :(
That’s odd. Sounds fine on my end?
This does not work as of Jan 2024
Correct. Here’s a newer video I did
On it:
ruclips.net/video/VAYL74hieDQ/видео.htmlsi=4fINlTJSNiDf-7Nt
I don’t have the undo button in the drop down
What version are you using? If it’s simple start you may not
I am not using simple start but I don’t have the option
@@peghulmemcclanahan3088
I did find undo button by last year, but now I need delete the wrong reconcilation, no more undo option. I called the service many times, looks should by differfnt way to do it. but until now , I still didn't get help to finish it. Good luck
QuickBooks must be the worst Accounting software I have ever used
It definitely has its drawbacks
This wasn't helpful. My only option was Print.
I updated this video. QBO changed what you can do
Don't waste your time here.
Ok I won’t
This can't be done with 'regular' Quickbooks, even though it is easy to do with desktop, you have to have an accountants version.
Yep unfortunately they changed in. Pain in the butt
My quick books online doesn’t have the undo option. Just print ??
Yes unfortunately they changed this so only in the accountant version you can undo
Thank you.
You’re welcome!