Are you looking for an easy walkthrough for the removal of your recent transactions from reconciliations in QuickBooks Online? If your answer is a yes, then you have landed at the correct spot.  Reconciliation of an account facilitates users in making comprehending comparisons between the bank transactions and the transactions in QBO. If all the financial information matches accurately, it is an indication that the accounts are balanced.

On the contrary, if that isn’t the case, the user is left with no other option but to undo or remove the transaction from reconciliations in QuickBooks online. To master this process through a lucid step-by-step walkthrough, go through the full length of this blog and read all the instructions carefully.

What is the need to Undo transactions from reconciliations?

Removal of transactions from reconciliations becomes critical in cases when the account balances show a mismatch. There may also be persuasibility that the user reconciled the transaction by accident or encountered some issue while going with the reconciliation.

Steps to invite your accountant to undo transactions from reconciliations

The procedure to invite an accountant for removing transactions is:

·         Initially, hit on the Gear icon, and from there, opt for the option to Manage Users.

·         Following that, make a move to the accounting firms tab.

·         Herein, the user is required to hit on the Invite button.

·         Thereafter, type in the accountant-related information correctly

·         Once done with the process, the user should hit on Save.

·         Allow the accountant to undo the entire reconciliation.

·         If you want our experts to guide you through, reach out to our support team.

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