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March 3, 2022
Solved

How do I undo a bank reconciliation in QuickBooks Online (whole period vs one transaction, and can I do it without paying an accountant)?

  • March 3, 2022
  • 39 replies
  • 775 views
No text available
Best answer by Emma_P

The fastest path depends on whether the reconciliation is still in progress or already finished. You can simply close an unfinished one without saving, and a finished one you undo either as a whole period. You need one of these user roles to undo a reconciliation: Primary admin, In-house accountant, or an accountant user with access to their client's company through QuickBooks Online Accountant. So yes, you can undo a whole month yourself without hiring anyone, as long as you are the primary admin or someone in your company has the In-house accountant role.


If the reconciliation is still in progress

  1. Go to All apps, then Accounting, then Reconcile.
  2. Choose the account and select Resume reconciling.
  3. Select the Save for later dropdown, then Close without saving, and confirm.

Nothing is changed; the session is cleared and the account is reset.


If the reconciliation is completed: undo the whole period (recommended)

The one-click, whole-period Undo is available to your Primary Admin, Accountant or to any user in your company who has the In-house accountant role. Once a user has one of these roles, the steps are: 

  1. Go to All apps, then Accounting, then Reconcile.
  2. Select History by account.
  3. Choose the account and date range.
  4. Find the reconciliation, and from the Action column select the dropdown, then Undo.
  5. Review the consequences in the confirmation window, then select the checkbox to acknowledge them.
  6. Select Undo reconciliation.


Heads up: Undoing a reconciliation changes your books, and one part of it can't be recovered: the reconciliation report and its attachments are permanently deleted. Download any attachments you want to keep before you undo. Reference: Undo an entire reconciliation in QuickBooks Online 

 

If the reconciliation is completed: undo one transaction at a time

If you'd rather not use the role, or only need to fix a few entries, unreconcile them individually:

  1. Go to All apps, then Accounting, then Chart of accounts
  2. Find the account and select View register.
  3. Select the transaction (reconciled ones show R) to expand it.
  4. In the checkmark column, select the box until it's blank (it cycles R, then C, then blank).
  5. Select Save.

Reference: Undo or remove transactions from reconciliations in QuickBooks Online.


Before you re-reconcile

Check that your beginning balance matches your last good reconciliation before starting again, so a leftover discrepancy doesn't carry forward. Reference: Fix issues with your beginning balance for accounts you've reconciled before.

If you have any feedback for us on this process you can submit feedback to our team here: Submit feedback about QuickBooks Online.

If you tell us whether your reconciliation is still open or already finished, and whether anyone on the account has the In-house accountant role, we can point you straight to the shortest path.


Official sources drawn from:

39 replies

April 17, 2024

[removed]

March 6, 2025

I started to do a reconciliation but had the wrong account selected when I entered the ending balance and date. There were no transactions checked off as I realized the mistake immediately when it opened. Now, that account just shows to resume the reconciliation that I have not done anything in. Will it continue to show that until next month when I change the ending the balance and date or can I cancel the reconciliation that was started?

March 6, 2025

Hi there, @AndreaMK.

 

I know a way to restore your original account before starting the reconciliation in QuickBooks Online (QBO). This will allow us to remove the resume reconciling button from the page.

 

Since no transactions were checked off, we can close the reconciliation page without saving it. This action will revert all transactions to their original state when you open the session again. We can begin by following these steps:

 

  1. Go to the Transactions menu and select the Reconcile tab.
  2. Choose the Account where you mistakenly added an ending balance and date from the dropdown.
  3. Click on Resume reconciling.
  4. Hit the Save for Later dropdown arrow and select Close without saving.
  5. Click Close without saving in the prompt message to finish.

     

Once done, you can refer to this article for guidance on reconciling the correct account and preventing any discrepancies: Reconcile an account in QuickBooks Online.

 

You can also check this reference if you encounter issues after reconciling your account: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

Additionally, our QuickBooks Live Expert Assisted service can help you navigate the reconciliation process, ensuring you have entered the correct details in the appropriate fields.

 

Feel free to reply to this conversation if you need further assistance managing your accounts and categorizing your transactions, @AndreaMK. The Community is always here to support you. Stay well!

cody_a
Community Manager
April 9, 2026

The right steps depend on whether your reconciliation is already complete, and whether you have a QuickBooks Online Accountant (QBOA) connected to your account. 

 

If the reconciliation is still in progress (not yet finalized)

You can exit without saving — no transactions will be changed. Follow the steps below:

 

  1. Go to All apps, then Accounting, then Reconcile (Take me there).
  2. Choose the account from the dropdown and select Resume reconciling.
  3. Select the Save for later dropdown arrow and choose Close without saving.
  4. Confirm that you want to close without saving.

 

This removes the in-progress session and resets the account.

 

If you've already completed the reconciliation

Once a reconciliation is finalized, there are two paths depending on your access level.

 

Option 1 — Full undo via QuickBooks Online Accountant (fastest)

An accountant with a QBOA account can undo an entire reconciliation period at once — no need to go transaction by transaction. Here's what they'll do:

 

  1. Open your client’s company file in QuickBooks Online. Go to All apps, then Accounting, then Reconcile (Take me there).
  2. Select History by account.
  3. Select the account you want to unreconcile and the date range.
  4. Find the reconciliation you want to undo.
  5. From the Action column, select the dropdown , then select Undo.
  6. Select Yes.
  7. Select Undo.

 

For more detail: Undo a client’s entire reconciliation in QuickBooks Online Accountant

 

Option 2 — Manual undo (standard QBO, transaction by transaction)

If you don't have a QBOA-connected accountant, you can unreconcile transactions one at a time from the account register. Here’s how:

 

  1. Go to All apps, then Accounting, then Chart of accounts (Take me there).
  2. Find the account containing the transaction and select View register.
  3. Locate the specific transaction in the list. Note: Reconciled transactions have an "R" in the checkmark column (✔).
  4. Select the transaction to expand the view.
  5. Select the box with the "R" in the checkmark column repeatedly until the box is blank. This action cycles the status from R (Reconciled) to C (Cleared) to Blank (Uncleared).
  6. Select Save.

 

Heads up: Manually unreconciling transactions will affect the beginning balance of future reconciliations. If you run into balance discrepancies afterward, this article walks you through fixing them: Fix issues with your beginning balance for accounts you've reconciled before

 

Ready to re-reconcile?

Once you've undone the reconciliation, you can start fresh using your bank statement. Make sure your opening balance matches your last successful reconciliation before you begin: Reconcile an account in QuickBooks Online

 

Did this help? Drop a reply below and let us know where you landed.

 

Emma_P
Emma_PCommunity ManagerAnswer
Community Manager
August 6, 2026

The fastest path depends on whether the reconciliation is still in progress or already finished. You can simply close an unfinished one without saving, and a finished one you undo either as a whole period. You need one of these user roles to undo a reconciliation: Primary admin, In-house accountant, or an accountant user with access to their client's company through QuickBooks Online Accountant. So yes, you can undo a whole month yourself without hiring anyone, as long as you are the primary admin or someone in your company has the In-house accountant role.


If the reconciliation is still in progress

  1. Go to All apps, then Accounting, then Reconcile.
  2. Choose the account and select Resume reconciling.
  3. Select the Save for later dropdown, then Close without saving, and confirm.

Nothing is changed; the session is cleared and the account is reset.


If the reconciliation is completed: undo the whole period (recommended)

The one-click, whole-period Undo is available to your Primary Admin, Accountant or to any user in your company who has the In-house accountant role. Once a user has one of these roles, the steps are: 

  1. Go to All apps, then Accounting, then Reconcile.
  2. Select History by account.
  3. Choose the account and date range.
  4. Find the reconciliation, and from the Action column select the dropdown, then Undo.
  5. Review the consequences in the confirmation window, then select the checkbox to acknowledge them.
  6. Select Undo reconciliation.


Heads up: Undoing a reconciliation changes your books, and one part of it can't be recovered: the reconciliation report and its attachments are permanently deleted. Download any attachments you want to keep before you undo. Reference: Undo an entire reconciliation in QuickBooks Online 

 

If the reconciliation is completed: undo one transaction at a time

If you'd rather not use the role, or only need to fix a few entries, unreconcile them individually:

  1. Go to All apps, then Accounting, then Chart of accounts
  2. Find the account and select View register.
  3. Select the transaction (reconciled ones show R) to expand it.
  4. In the checkmark column, select the box until it's blank (it cycles R, then C, then blank).
  5. Select Save.

Reference: Undo or remove transactions from reconciliations in QuickBooks Online.


Before you re-reconcile

Check that your beginning balance matches your last good reconciliation before starting again, so a leftover discrepancy doesn't carry forward. Reference: Fix issues with your beginning balance for accounts you've reconciled before.

If you have any feedback for us on this process you can submit feedback to our team here: Submit feedback about QuickBooks Online.

If you tell us whether your reconciliation is still open or already finished, and whether anyone on the account has the In-house accountant role, we can point you straight to the shortest path.


Official sources drawn from: