How to Undo Reconciliation in QuickBooks Online?

by James Antonio

In QuickBooks Online account, you can undo reconciliation easily. For this, you just need to do one thing: make sure which QuickBooks account you are using.

If you have QuickBooks online Accountant then there is a special tool for reconciliation. So if any of the clients require to undo several transactions then you can undo the reconciliation and then start it from scratch; that is a fresh start.

Undo Reconciliation in QuickBooks Online Accountant

If you are not using the QuickBooks Online Accountant then you have to undo reconciliation in QuickBooks Online manually.

Here are the steps according to both the situations. Also, get to know aboutthe reasons behind it and its advantages.

Reasons to Undo Reconciliation in QuickBooks online

The various reasons to undo the reconciliation so you must know about it. So, that are as follows:-

  1. The recorded date is incorrect.
  2. In case of any payment documented for wrong date.
  3. The bank reconciliation is compelled and have to correct in the order.
  4. If any transaction is not clear.

Advantages of Undo Reconciling Accounts in QuickBooks Online

Some advantages to undo reconciliation accounts are as follows:-

  1. Easy to capture different bank error.
  2. Fluctuations and changes in income can be determined easily.
  3. You can take major action if you see possibility of Risk.
  4. It helps in stopping fraud by vendors, customers, employees, etc.

Steps to Undo Reconciliation in QuickBooks online

There are 2 situations to undo reconciliation in QuickBooks Online account and that are as follows:-

When you are using QuickBooks Online Accountant?

  • In QuickBooks Accountant, go to the Gear icon.
  • In the drop-down menu, go to the column Tools.
  • Under Tools column, you see the option Reconcile, click on it.
  • The page Reconcile an account opens up.
  • In this, click on the History by account option.
  • It takes you to the History by account page and from there, click on the Account and Report period.
  • This option help you to locate the reconciliation to undo.
  • Under the Action Column, click on the Undo option.
  • Then press the Yes button.
  • The confirmation window opens up.
  • Click on the Undo and then click the OK button.

When you are using other QuickBooks Online Versions?

  • Open QuickBooks online.
  • Go to the Gear icon and click on it.
  • Then under the column of Your Company.
  • Select the option Chart of Accounts.
  • Search for appropriate account for your transaction.
  • In the Action Column, click on the View Register.
  • Find out the transaction that you want to edit.
  • You see a column name Reconcile status.
  • In front of transaction, you have to click repeatedly to change its status.
    • If you see C that means Cleared.
    • If you see R that means Reconciled.
    • If you see Bank that means Not cleared or reconciled.
  • So you have to stop on the status Bank that means you have undo reconciled transaction.
  • After that, click on the Save button.
  • You have to do this for all the transactions that you want to undo reconciliation.
  • In the end, close the register.

In conclusion, you get to know that undo reconciliation in a QuickBooks account can also be done. For this you have to do the steps according to the account you are using. Just follow the instructions and you can easily do undo reconciliation into your accounts whenever required.

Need Some one on one QuickBooks Assistance?

Does manual undo Reconciliation in QuickBooks Online work for all Editions of QuickBooks?

Yes, the manual process works with all the editions of QuickBooks online except QuickBooks accountant. The QuickBooks accountant has its own tool to undo reconciliation. So check your product and then apply the steps.

I want to undo the Reconciliation of any previous month but the current month is different so, can I do it and does it affect my current accounts?

You can undo reconciliation for any previous month. But while doing this you also gr all reconciliation undone from that previous month to your current month. For example, if you are in the month of August but undo reconciliation of month December then the reconciliation of December, January, and February are undone. Be careful when you undo reconciliation of any previous month.

What if I want to make an Adjustment then what are the steps as I do undo Reconciliation in QuickBooks Account?

You have done any entry wrong and did reconcile the account. Then you have to undone the reconciliation process. If you are done with undo reconciliation then make the adjustment entry to correct the wrong entry. The steps for adjustment entry are as follows:

In QuickBooks, click on the Accounting menu option.
Select the option Reconcile tab.
After that, reconcile your account.
When you are done with reviewing everything for the errors.
Then click on Start Reconciling.
Click on the button Finish Now.
In the end, select the Done button.

Features of Dancing Numbers for QuickBooks Desktop









How Dancing Numbers Will Help You


Dancing Numbers is SaaS-based software that can easily be integrated with your QuickBooks account. You can import, export, and delete lists or transactions from your company file. Using Dancing Numbers you can simplify and automate the process, saving time and increasing productivity. Just fill in a few fields and apply the relevant features to complete the task.

It saves your time and money that you can invest in your business. It has no human errors, works automatically, provides a user-friendly interface (easy to use and learn), and more. You can also have access to the comprehensive features set if you use it to import, export, and delete services.

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Receive Payment
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Journal Entry
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items


Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

Devices Supported

  • Windows


  • On Premise

Language Support

  • English

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Medium Business



Importer, Exporter & Deleter

*See our Pricing for up to 3 Company Files

$199/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Unlimited Export
  • Unlimited Import
  • Unlimited Delete


Accountant Basic

*See our Pricing for up to 10 Company Files.

$499/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer,Exporter,Deleter
  • Unlimited Users
  • Unlimited Records
  • Upto 10 companies


Accountant Pro

*See our Pricing for up to 20 Company Files.

$899/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 20 companies


Accountant Premium

*See our Pricing for up to 50 Company Files.

$1999/- Per Year

Pricing includes coverage for users
  • Services Include:
  • Importer, Exporter, Deleter
  • Unlimited Users
  • Unlimited Records
  • Up to 50 companies

Frequently Asked Questions

How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.

How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.

How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.

How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.

Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.

What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.

How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.

How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.

Get Support

The Bulk Import, Export, and Deletion can be performed with just an easy single-click. We offer a simplified process that assures you that you will be able to focus on your core work.

Are you worried about losing your time with error-prone software? Worry no more. Our error-free add-on lets you focus on your work and boost your productivity rate to a considerable extent.

Most Recent Updates

Dancing Number

Kindly Provide The Following Information To Download The Dancing Numbers.