QuickBooks Online: Undo Bank Reconciliations (for non-accountants)

[@tammieg4788]

When I got to reconcile mine looked different but I didn't panic. I looked at that part in the video over and over and got it. This has saved me so big. Thank you Thank you Thank you. I'm going to play this a few times and let the ads run as a thanks. If I win the lottery I'm setting you up good. Thats how much this means to me.

[@borlebros.contractingcorp.9174]

This was absolutely amazing. I wish every time I looked for a solution online for a problem I'd come across a video like this. This isn't just the best QB tutorial video I've ever seen, its one of the best tutorial videos period. Very well done and much thanks.

[@HectorGarciaCPA]

Thats high praise… Thanks!

[@mabuie]

Thank you!!!

[@Fionndownhill]

stunning isn't it that Intuit provides such awful directions forcing you to use their bookkeeping services

[@greggriffin287]

Just found your KZbin last week- helped me convert from Desktop to online. And now THIS. Thank you!!!!

[@melissabaker3262]

LIFESAVING!!! If they would just TELL people that you can sign up for an Accountants login for free it would have saved so much headache. Thank you!!

[@stevekentde]

Thank you so much! I made an error in my first reconciliation as a newbie and drove myself nuts until I found your video. Brilliant!

[@HectorGarciaCPA]

Awesome

[@BabyKatysMama]

I can't thank you enough for this information. I have been searching and searching for this information & you presented it so beautiful. Thank you, thank you, thank you.

[@HectorGarciaCPA]

:)

[@birts3]

All i got to say is i appreciate u. i have been having trouble with this for awhile . ( last 2 years lol ) i had to do the whole year one by one cause qb couldnt help me. they just give u the run around. i watch ur video all the time and learn alot. Your the Man !! Thank u for everything an making my life easier. Im still learning alot. Have a great day ! :)

[@mcinzie]

Hector, you are my hero! Your video was the ONLY one I found that helped me. Back in the QuickBooks desktop days, I grew accustomed to being able to undo reconciliations (cautiously), and I could not believe this capability has been taken away in QBO. You came to my rescue! I have just subscribed to your channel... I'm sure you will have many more helpful videos. Thank you! Muchas gracias!👏

[@HectorGarciaCPA]

Yeah its kind of a hidden feature

[@ambermackay812]

Thankyou so much! Im used to desktop. I don't know why the online version is sooo different but I struggle with online. I don't know what I'd do without your videos!

[@HectorGarciaCPA]

You welcome.. yes is very different

[@johangarcia3534]

Thanks Hector, this video has saved me on a couple of occasions. I am very grateful to have found your channel, without a doubt my favorite channel to learn and consult about Quickbooks Online, thanks.

[@inshorefloyd]

This was one of the best QB tutorials I've seen. It was very easy to follow and use. This saved me many frustrating hours. Thank you!

[@HectorGarciaCPA]

:)

[@johnsmolnik8679]

Hector, Thank you, thank you, thank you. You rule. Your videos are very concise. I love it. You have saved me AGAIN!!

[@BoulderHybrids]

Very helpful!!! , I was trying undo a reconciliation because I had entered the wrong statement date and with this workaround I was able to do it! Thanks for taking the time to do this video!!

[@HectorGarciaCPA]

You are welcome

[@Kalanimauimusic]

Thank you so much! Could not figure out how to reverse/correct such a simple mistake as an incorrect date! It should be much easier! Your solution worked perfectly!

[@HectorGarciaCPA]

Great

[@aashishchopra8128]

Literally had this very conversation with my accountant a couple of hours ago. I really like doing things myself so always reaching out to an accountant is a hassle. Thanks for doing this vid.

[@HectorGarciaCPA]

Yeap... i know :)

[@getfreejunk7709]

comprehensive yet precise, what a professional cpa could explain and do

[@HectorGarciaCPA]

:)

[@Cristian-C-channel]

Just a BIG Thank you for taking your time and creating these super awesome tutorials. Converting to Quickbooks online was not an easy decision but every time I find any challenges I just find the right answers in your channel. Thank you again this was so helpful!!!

[@HectorGarciaCPA]

Awesome!

[@terrabridges8963]

THANK YOU Hector!! This was exactly what I needed to learn to fix my reconciliation!

[@HectorGarciaCPA]

Great

[@pamelamccoy8111]

Thank You Hector Garcia CPA, Your videos are the best of all the videos out there. You always have a way to create solutions for some of the quirky features of Quickbook online. Your videos and advise are the best for various bookkeeping issues that I encounter. Excellent!!

[@AnaMarieD-y7b]

Thank you for this video!!!! This is very very helpful! I’m soooo disappointed with this QB online.😡 Why do they make it so hard for everything? I love the desktop version so very user friendly. Thank you again this video. New subscriber and follower!❤

[@HectorGarciaCPA]

I miss desktop too

[@blue-balance]

Thank you, very much, Mr. Garcia, for taking the time to share this information with others!

[@catherinedyer36]

I thought I was losing my mind wondering why I couldn't undo clients reconcile. I realized I was added as a user not accountant. Thank you for this video. Now to be invited as accountant.

[@HectorGarciaCPA]

Yeap!

[@yvonnec2863]

Thank you; thank you; thank you! and for the person who linked to this in the QBO community under a question. I wish QBO would stop making all these unncessary changes needing a workaround. The creation of the accountant's account has led to nothing but problems. How to make things that used to work just find confusing, Intuit! Thanks for this workaround (that should not be needed in the first place) to get me back on track with my work.

[@dorabehan6325]

Wow!!!! Thank you so very much for sharing this!!! What a sweet blessing this has been to me!! Answer to a prayer!!!

[@puranluthra6762]

Hector, you are really a good instructor explaining in a very clear way and helping people. Thank you !!!

[@HectorGarciaCPA]

You are welcome!

[@lauragriffiths3358]

Hector - THANK YOU!!!! Couldn't find this answer anywhere else. You are my new go-to for QBO.

[@HectorGarciaCPA]

:)

[@malachiferdinand9851]

Thank you so much for this! I was so stressed trying to figure out where I went wrong for my business and how I could restart and work on it properly. (This is my first time reconciling and it has been confusing for me!) I can not thank you enough!!! I will recommend your channel to all of my colleagues!

[@HectorGarciaCPA]

Awesome

[@socaliber2717]

Hey Hector. I’m a 23 year old accountant that’s currently contracted with 4 different companies, and whenever I have any issues, I now know the place to go. 2 of your videos have literally saved my butt in the last week, and I’m here to stay. Best wishes

[@HectorGarciaCPA]

Awesome

[@mairar1733]

You've just saved me of hours of weekends regarding reconciliation. THANK YOU SO MUCH!

[@HectorGarciaCPA]

You are welcome

[@christinaching9510]

Thank you so much for sharing this valuable information Hector! This worked perfectly and SAVED ME! Your videos are SO helpful. I’m grateful you do what you do. Keep ‘em coming!

[@elizabethmccoy272]

Thank you!!! I’ve been trying to figure this out for MONTHS!!!

[@HectorGarciaCPA]

LOL

[@anatocampeau]

Thank you so much!! This saved me a LOT of time. It was stressful to make a mistake and not be able to fix it. Thank you again

[@HectorGarciaCPA]

You're welcome!

[@teweldeokubay8326]

This is a genuine help for many out there. I am sure many training centers never give the same quality that you are giving us. Thank you!

[@sherik233]

Thank you so much for this video! I'll be coming to your channel before I even try to use Intuit's help function in the future. :-)

[@robynholt505]

Thank you so much! All hero’s don’t wear capes & you are a hero!

[@HectorGarciaCPA]

:)

[@LivingDreamz83]

Back again a year later and again a great help!

[@HectorGarciaCPA]

Happy to help!

[@clarisseannejurado302]

This video save my problem! Thank you so much really!!! Please keep on producing valuable content like this. 😊👍

[@HectorGarciaCPA]

Glad it helped!

[@SLCKaled]

Hector you are the best!! thank you so much !!! this video helped me a ton!! GOD BLESS YOU

[@HectorGarciaCPA]

Thanks, Amen! happy to help

[@RhondaGiarratana]

This was exactly what I needed!! Thank YOU !!

[@HectorGarciaCPA]

So glad!

[@wanguimwitari]

You are really articulate in your video...i really appreciate

[@HectorGarciaCPA]

Glad you like it

[@gavenwedekind2128]

Dude this worked perfectly! Thanks so much for the great help! Ill make sure to leave a like and subscribe. Quickbooks needs to hire you lol

[@margaretjohnson1305]

Thank you so much for this great video!! It was exactly what I needed to fix my mistake. Really appreciate you taking the time to do this.

[@HectorGarciaCPA]

:)

[@530Sharis]

Thank you sooo much! I have been stressed over this and you showed me the way! You're a great teacher! Thank you again so very much! You made my day! God bless you Hector

[@HectorGarciaCPA]

Great! Glad it worked…

[@robthewaywardwoodworker9956]

That's an awesome work around. Thanks! Great tutorial. Is this what I have to do to split up some expenses that were all lumped in to one category? Also, do you know how to eliminate a duplicate bank account? I can't seem to find a way to do that. Thanks.

[@capajo02]

This looks a little bit different with the new updates, but the process still worked very similarly as described here. Thanks!!!!

[@HectorGarciaCPA]

Glad it helped!

[@344bigal]

Great video, thanks for the knowledge. Shame intuit don't let end users wind back our own accounts so that we can easily sort out our own mistakes!

[@estherevelyn4061]

Thank you so much Hector! This was such a help!!

[@HectorGarciaCPA]

:)

[@PriceParamore]

Super helpful. Exactly what I need. Thank you.

[@mandykong4345]

Very Helpful, thanks Hector, very much appreciated!!!!

[@HectorGarciaCPA]

You are welcome

[@BrendaHodo]

very helpful!! thank you for this thorough video!

[@HectorGarciaCPA]

Thanks

[@maryshayo8120]

Best video ever , thank you so much

[@HectorGarciaCPA]

Awesome! thanks

[@DaveKester]

These videos are helping me a lot. THANK YOU!

[@HectorGarciaCPA]

Great

[@ariher26]

your explanation was on point. Thank you so much

[@HectorGarciaCPA]

Awesome!

[@LiliyaVerenych]

Hello Hector, do you have video how to work with factoring company in Quick Book Online. Thank you so much for your very helpful and clear tutorial videos.

[@HectorGarciaCPA]

I dont :(

[@anthonysharp5427]

Yes tell me how to do this reconciliation with the bank can I call them and tell them to look into the account and why I'm showing the positive balance and they're showing the negative balance can I do it that way verbally

[@Footballgeekss]

I love you man for this. You saved me a lot of time. Thank you soooooo much :)

[@misskristinn]

YOU ARE A SAVIOR - Thank you!

[@HectorGarciaCPA]

:)

[@cckitchendiaries]

oh my god you are so good, i love you now hector :)

[@garyparadoski2892]

Thanks Hector! Super helpful!!

[@jeffreylandon]

Just what I needed. Thanks!!

[@HectorGarciaCPA]

;)

[@jackielouradam4808]

That is what I am looking for. Thank you for sharing.

[@kitho7455]

I don't have this "undo" button in my accountant version with the QBO Plus

[@AmieFiravich]

Thank you!!!!! You ended my headache!!!

[@HectorGarciaCPA]

Amazing

[@sudishnayohan]

is it for which version holder - standard or premium

[@rebeccabellinato8063]

End users can now switch to Accountant view on the bottom of the Gear.

[@Leshgetit2025]

How

[@Saad.Ch9979]

Thank you! You are god send for small business.

[@HectorGarciaCPA]

:)

[@abhishekbhalla9122]

Thanks. Helps a lot. Keep on sharing this kind a knowledge with us sir. And keep on making vedios

[@ControllerController-m4r]

This was incredibly helpful!

[@HectorGarciaCPA]

:)

[@irenebagongon3814]

this video is absolutely helpful.Thank you

[@HectorGarciaCPA]

Great

[@Nusya1974]

Thank you very much. This video was very helpful.

[@HeatherMatchett]

What if your new assistant clicked "undo previous reconciliation" is there a way to get it back? UGH!!!

[@bjjgarage1378]

Exactly what I needed. Thank you Hector!

[@errantdreamer]

You're a rock star. Thank you so much, this was very helpful.

[@hamzadayr9122]

Thank you dude. You are expert!

[@CarlaHooley-j4l]

This is amazing! Thank you so much!!!

[@HectorGarciaCPA]

You're so welcome!

[@hassanmaje5849]

When singing up for QBOA there is a message that the request is temporarily unavailable... Tried over and over but was of no avail. Tried everything including incognito browser access. Help please.

[@F8LDN]

Thank you for sharing this, you've gained 1 more subscriber 😉. Its crazy that QB make you jump through all these hoops just to do a basic thing, they basically treat you like an idiot and/or a criminal. Time to change !

[@HectorGarciaCPA]

Its complicated

[@kathryncarter3187]

Thank you so much, this helped a lot!!

[@HectorGarciaCPA]

Great

[@fm6330]

This worked for some reconciliations but I still have large number of transactions marked "R." There are no other reconciliation reports to undo?

[@Avital4414]

Great video. Been struggling with a beginning-balance issue; the beginning balance that QBO is auto-inserting in the beginning balance box when I start a reconciliation is wrong, but there doesn't seem to be a way to fix it. There is nothing populating in the reconciliation history field, even though there were reconciliations performed during the time when I was using QB Desktop (it doesn't seem to have been brought in with the data import).

[@jillycat100]

Is it possible to undo a bank req that’s sandwiched between months on either side?

[@florak1087]

my question also, Hector. I put in the wrong year. Did Sept, Oct and messed Nov and Dec 2019 is ok. Also have done the 2020's up to March I think it is. If you lock the other months around it will that help not having to do all the months over again? Can the accountant just fix one month and not have to redo the rest. I rather fix it myself because I still have 2020 to do and I want to keep going. HELP!! lol

[@yzhang1202]

Love your videos, got bank reconciliation discrepancy (deleting) every month over two years with 1 year duplication transaction in between two banks, and one of the bank is finally closed unable to connect. May I have your advice the best way to do. Thanks

[@HectorGarciaCPA]

Its a problem with the transfers most likely

[@dog-in-a-boxdogtraining3133]

this is really helpful. However, when I have created the accountant site and invited from my qb account, it has worked but doesn't import the bank account - is this normal? Do I have to connect the bank account in my fictitious accountant version of quickbooks? Thank you

[@HectorGarciaCPA]

Not sure i follow

[@noran1026]

I may have to do what you taught here though I wish I won’t have to. The firm’s 2019 tax was already done. I joined this firm a week ago & found no reconciliation for 2020. I want to go move on to 2020 with as little going backwards to 2019 as possible. What is the best way to get going? Reconciliation was previously done only for Sep thru Dec 2019 & I am not sure how accurate it was either. Thanks

[@fawazmohamed7335]

Hey This is Insane!! Thank you so much for this amazing content. May I know, Will all transactions be categorized under "For review" tab once We undo reconciliation?

[@HectorGarciaCPA]

No… it doesn’t affect that

[@jeanetteespinozaenusa5764]

Wow! eres maravilloso, me has ayudado increiblemente... Estuve buscar y buscar una solución a mi problema y llegue a este video de verdad mil gracias no te imaginas como me ayudaste! ahhhhh y esto lo guardo y me servira por si alguien mas lo necesita, DIOS te bendiga grandemente...

[@HectorGarciaCPA]

que bueno, gracias

[@miraclejapanesecooking1643]

Thank you, thank you, thank you!!! So helpful!

[@veritygroves3225]

Thank you, thank you, thank you.

[@HectorGarciaCPA]

My pleasure!

[@mushroomthump]

Did this option to undeo reconciliation under an accountant login change? Ive done it once before, but I just tried again and the option is no longer there.

[@puranluthra6762]

This was a great tutorial!!!

[@HectorGarciaCPA]

Glad you think so!

[@brendasuepreuss748]

I am going to try this, Does it cost anything to set up the accountant account and should you close it somehow after your correct your reconciliation. Thanks so much

[@HectorGarciaCPA]

No

[@andreaadams606]

This was really helpful! Thank you! When I go to undo a specific reconciliation, my only option is for a "batch undo" which will undo all of the reconciliations I want to keep also. Any idea why I'm not seeing a simple "undo" next to each individual reconciliation? Thank you!

[@HectorGarciaCPA]

Becasue you are picking a statement that is behind several other reconciliations. The batch will do several at the time.

[@bisquick958]

Great video. It helped me a lot

[@HectorGarciaCPA]

Awesome

[@Freempg]

Thanks, Hector.

[@HectorGarciaCPA]

:)

[@cynthialussier9815]

This was very helpful!! Thank you!

[@ajotadira7725]

Hi Hector, I have a question, by mistake I reconciled 5 months with the wrong account, the reconciliations were perfect,,but in the wrong account, can I delete those transactions after reconciled?, Can I go back in reconciliations 5 months? Help me please. I have QB Desktop 2021

[@laurafrailey6087]

Wow! Thank you so much! So helpful!

[@HectorGarciaCPA]

:)

[@mylife2378]

thanks, you are the best!

[@fastawiz]

Where can i find accounting firm in QB online plus? Not seeing it

[@stephocean]

Thank you for this! When you are in the QuickBooks “sample company” is there a way to check what you did wrong if you still aren’t getting a $0 difference in the reconciliation?