Why can't I unreconcile a client's bank statements on Quickbooks Accountant online?

I am using Quickbooks Online Accountant trial.  I have a client that needs me to unreconcile several months and it doesn't give me the option in the action box.  Is it because it's the trial version?

Answer

Let me help you undo your client's reconciliation, kathy.

The Undo button is located on the View Report drop-down menu below the Action column for the specific reconciliation report that you're trying to review. I'm adding a screenshot below for reference. Regardless if you're on a trial or subscribed, you'll have this feature on the account. 

You can undo this reconciliation by going to the client's books from your QBOA account. From here, go to your Reconcile tab, then click the History by Account button. See undo your client’s reconciliations with QuickBooks Online Accountant article for detailed guidance.

However, if this doesn't work, I suggest using a private browser or an incognito window when trying to undo the reconciliation. Then, you may clear the cache in the one that you're currently using if it works. This is to check if this is a browser issue. 

Here’s how:

  • For Chrome, press Ctrl+Shift+N.
  • For Internet Explorer or Firefox, press Ctrl+Shift+P.
  • For Safari, hold down Command+Shift+N.

If it works, here's clearing temporary internet files and cache article for detailed guidance. You may also try to use other browsers to check if this is only happening in the one that you're currently using. 

Keep me posted how it goes and if there's anything else that I can help in reconciling, by leaving a comment below. Have a great rest of the day. 

Was this answer helpful? Yes No
Original
IntuitMaryJoy , Community Support Specialist
Employee SuperUser

No answers have been posted

More Actions

People come to QuickBooks Learn & Support for help and answers—we want to let them know that we're here to listen and share our knowledge. We do that with the style and format of our responses. Here are five guidelines:

  1. Keep it conversational. When answering questions, write like you speak. Imagine you're explaining something to a trusted friend, using simple, everyday language. Avoid jargon and technical terms when possible. When no other word will do, explain technical terms in plain English.
  2. Be clear and state the answer right up front. Ask yourself what specific information the person really needs and then provide it. Stick to the topic and avoid unnecessary details. Break information down into a numbered or bulleted list and highlight the most important details in bold.
  3. Be concise. Aim for no more than two short sentences in a paragraph, and try to keep paragraphs to two lines. A wall of text can look intimidating and many won't read it, so break it up. It's okay to link to other resources for more details, but avoid giving answers that contain little more than a link.
  4. Be a good listener. When people post very general questions, take a second to try to understand what they're really looking for. Then, provide a response that guides them to the best possible outcome.
  5. Be encouraging and positive. Look for ways to eliminate uncertainty by anticipating people's concerns. Make it apparent that we really like helping them achieve positive outcomes.

Select a file to attach:

Qb community
Looking for advice from other business owners?

Visit our QuickBooks Community site.