I want to undo a bank reconciliation for a full year and not just one transaction. How is this done?

Answer

Thanks for posting here in the Community, annettfurniss

Right now, there isn’t an option to undo an entire year of bank reconciliation. The recommended method is to manually edit each transaction.

However, if you’re connected to an accountant in QuickBooks Online, I’d suggest consulting him/her to undo the entire reconciliation for you. If not, you’ll first have to invite your accountant to your company:

  1. Go to the Gear icon at the upper right.
  2. Select Manage Users.
  3. Go to the Accounting firms tab.
  4. Click the Invite button.
  5. Enter your accountant's information.
  6. Click Save.

I've attached a screenshot below to show you the third and fourth steps. 

Once he/she accepts the invitation, you can share this article in undoing your bank reconciliation for a full year: https://community.intuit.com/articles/1769993.

Please know that I’ll take note of your valuable request. This way, our product engineers can consider this feature for future updates. To help you stay current on all the product news and latest innovations, you can read through this article: https://quickbooks.intuit.com/blog/.

You’re always welcome to drop me a comment below if you need anything else. I’ll gladly help.

Was this answer helpful? Yes No
Default user avatars original
IntuitRaymondJay , 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.