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How to Undo a Bank Reconciliation in Quickbooks Online

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The Quickbooks University

The Quickbooks University

Күн бұрын

How to undo a bank reconciliation in Quickbooks Online. I bet you have tried to undo a bank reconciliation in Quickbooks Online and just cannot find where to do it! There is no button or anything you can click to undo a bank reconciliation in Quickbooks Online. It's maddening.
If you don't have an accountant or CPA with access to your QBO file, then this video shows you how to undo a bank reconciliation in Quickbooks Online. It's not hard to undo a bank recon in QBO, but it is a pain in the butt.
This video shows you the easiest way to undo a bank reconciliation in Quickbooks Online.

Пікірлер: 30
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
www.QBuniversity.org - grab 3 free videos here of the most common mistakes Quickbooks users make and how to fix them!
@mikestorms
@mikestorms 7 ай бұрын
I cleared the R flag from every transaction in the month I want to un-reconcile, but when I try to reconcile that month again, it still says that month is reconciled.
@user-uj5fw7ph1l
@user-uj5fw7ph1l 7 ай бұрын
I have unreconciled a month of transactions. How do I fix my beginning balance? It's way off.
@TracyJackson1
@TracyJackson1 7 ай бұрын
hopefully @QbuniversityOrg will follow up with this question. I have the same problem
@sarahbella458
@sarahbella458 7 ай бұрын
Thank you. This fixed my problem.
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
You’re welcome!
@kateripetrie
@kateripetrie 4 ай бұрын
Can you please do an update on how to change the beginning balance and actually re do the recon. Switched to online for this and I will certainly leave QB if this is this only way unless you have found a way around this
@onakinoromoyemen82
@onakinoromoyemen82 6 ай бұрын
Thank you so much !
@QbuniversityOrg
@QbuniversityOrg 6 ай бұрын
You’re welcome!
@user-qd1xm9pd8l
@user-qd1xm9pd8l 5 ай бұрын
Omg.. Thank you!!!!
@QbuniversityOrg
@QbuniversityOrg 5 ай бұрын
You’re welcome!
@crystalsinger1448
@crystalsinger1448 7 ай бұрын
This can't possilbe be the ONLY way to do this!!!! I will leave them so fast if this is how i have to do it
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
Unfortunately it is unless you can have an accountant undo a recon for you
@devthakkar-ox4pb
@devthakkar-ox4pb 7 ай бұрын
Thank you sir ❤
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
You’re welcome!
@israelalvarado9720
@israelalvarado9720 7 ай бұрын
Ok. I see. So, these are the steps you follow when you don’t have the account’s rights. We have to go to the register and undo each record one by one and this will allow us to undo a month’s reconciliation. Right. ?
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
Yep that’s correct
@TracyJackson1
@TracyJackson1 7 ай бұрын
@@QbuniversityOrg I have unreconciled a month of transactions. I get an error that says "your account isn't ready to reconcile yet. your beginning balance is off by _________. How do we proceed from here? Thx
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
What options does it give you?
@nashpurple11
@nashpurple11 5 ай бұрын
​@@QbuniversityOrg have the same problem how to fix it they give the option to add the transactions
@johannamadsen2167
@johannamadsen2167 3 ай бұрын
@@QbuniversityOrg The only option it gives is a link that says "We can help you fix it", which takes you to a Reconciliation Discrepancy Report. From there, you are allowed to view the history and change the type back to C or R. There is not an option to correct the beginning balance. Please advise, thx!
@thecookierclub
@thecookierclub 5 ай бұрын
If I have the accountant version, how do I do it?
@QbuniversityOrg
@QbuniversityOrg 5 ай бұрын
Go to the Recon screen and choose History by Account. Look at the drop down box next to the recon and there is an Undo option
@savitripersaud3482
@savitripersaud3482 7 ай бұрын
Can you show Epicor or ERP
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
Not sure what you mean
@savitripersaud3482
@savitripersaud3482 7 ай бұрын
How to do Accounts payable in Epicor software ?
@user-uj5fw7ph1l
@user-uj5fw7ph1l 7 ай бұрын
I undid an entire month's reconciliation one by one but now my beginning balance is way off. How do I fix this?
@TracyJackson1
@TracyJackson1 7 ай бұрын
me too
@israelalvarado9720
@israelalvarado9720 7 ай бұрын
Ok. there was someone who offered me to pay if I were to reconcile his transactions, which I did, however, i did not have Accountant rights, when I completed all transactions, he did not want to pay, so ended up doing all of this so he wouldn't get anything for free. the nerv.
@QbuniversityOrg
@QbuniversityOrg 7 ай бұрын
Ugh so frustrating!
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