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?


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. 

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IntuitMaryJoy , Community Support Specialist
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