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.
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.
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 ! :)
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.
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.
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!!
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!
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
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!👏
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!!!
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.
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.
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!!
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!
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!
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!
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.
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.
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!❤
Hi - I found your video and followed the steps. However, at 6:15 minutes, under the client's name, you select the "Bookkeeping" option. I do not have that option. Is there something I am missing?
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
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
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
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.
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
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.
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).
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.
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?
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
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
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
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
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...
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 !
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.
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.
Thats high praise…
Thanks!
Thank you!!!
stunning isn't it that Intuit provides such awful directions forcing you to use their bookkeeping services
Just found your UA-cam last week- helped me convert from Desktop to online. And now THIS. Thank you!!!!
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 ! :)
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!!
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.
:)
Thank you, very much, Mr. Garcia, for taking the time to share this information with others!
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.
Yeap... i know :)
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!
Awesome
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!!
You are welcome
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!
You welcome.. yes is very different
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!
:)
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
Awesome
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!👏
Yeah its kind of a hidden feature
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!!!
Awesome!
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.
Hector, Thank you, thank you, thank you. You rule. Your videos are very concise. I love it. You have saved me AGAIN!!
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!
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.
Yeap!
comprehensive yet precise, what a professional cpa could explain and do
:)
You've just saved me of hours of weekends regarding reconciliation. THANK YOU SO MUCH!
You are welcome
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!!
Wow!!!! Thank you so very much for sharing this!!! What a sweet blessing this has been to me!! Answer to a prayer!!!
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!
Great
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!
Awesome
Back again a year later and again a great help!
Happy to help!
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!
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. :-)
Hector - THANK YOU!!!! Couldn't find this answer anywhere else. You are my new go-to for QBO.
:)
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.
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
You're welcome!
Hector, you are really a good instructor explaining in a very clear way and helping people. Thank you !!!
You are welcome!
Thank you so much! All hero’s don’t wear capes & you are a hero!
:)
Hector you are the best!! thank you so much !!! this video helped me a ton!! GOD BLESS YOU
Thanks, Amen! happy to help
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.
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!❤
I miss desktop too
End users can now switch to Accountant view on the bottom of the Gear.
How
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
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!
You are really articulate in your video...i really appreciate
Glad you like it
Super helpful. Exactly what I need. Thank you.
Best video ever
, thank you so much
Awesome! thanks
oh my god you are so good, i love you now hector :)
very helpful!! thank you for this thorough video!
Thanks
Thank you so much Hector! This was such a help!!
:)
Hi - I found your video and followed the steps. However, at 6:15 minutes, under the client's name, you select the "Bookkeeping" option. I do not have that option. Is there something I am missing?
Screens change slightly
This video save my problem! Thank you so much really!!! Please keep on producing valuable content like this. 😊👍
Glad it helped!
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.
:)
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
Great! Glad it worked…
Just what I needed. Thanks!!
;)
YOU ARE A SAVIOR - Thank you!
:)
Very Helpful, thanks Hector, very much appreciated!!!!
You are welcome
I don't have this "undo" button in my accountant version with the QBO Plus
is it for which version holder - standard or premium
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
That is what I am looking for. Thank you for sharing.
your explanation was on point. Thank you so much
Awesome!
Thank you!!!!! You ended my headache!!!
Amazing
I love you man for this. You saved me a lot of time. Thank you soooooo much :)
These videos are helping me a lot. THANK YOU!
Great
Is it possible to undo a bank req that’s sandwiched between months on either side?
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
What if your new assistant clicked "undo previous reconciliation" is there a way to get it back? UGH!!!
This was incredibly helpful!
:)
This worked for some reconciliations but I still have large number of transactions marked "R." There are no other reconciliation reports to undo?
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.
This looks a little bit different with the new updates, but the process still worked very similarly as described here. Thanks!!!!
Glad it helped!
This is the best thing on the internet today! Thank you so so much.
Thank you, thank you, thank you.
My pleasure!
Thanks Hector! Super helpful!!
Thanks. Helps a lot. Keep on sharing this kind a knowledge with us sir. And keep on making vedios
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
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.
This is amazing! Thank you so much!!!
You're so welcome!
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).
This was a great tutorial!!!
Glad you think so!
this video is absolutely helpful.Thank you
Great
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.
I dont :(
Where can i find accounting firm in QB online plus? Not seeing it
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?
Exactly what I needed. Thank you Hector!
Thank you dude. You are expert!
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
Not sure i follow
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
Its a problem with the transfers most likely
Thanks, Hector.
:)
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
Thank you so much, this helped a lot!!
Great
Thank you! You are god send for small business.
:)
I invited myself as an accountant, created the accountant account and when I go to undo the reconciliation their is no action menu to drop down.
Try inviting yourself with another email
Great video. It helped me a lot
Awesome
thanks, you are the best!
Thank you very much. This video was very helpful.
Super helpful! Thanks so much!
:)
You are the BEST!!!!
:)
You're a rock star. Thank you so much, this was very helpful.
why is there a discrepancies at the 1st place? i dont understand. i always checked one bye one. always does not tally at the end of month..
It happens
Thank you, thank you, thank you!!! So helpful!
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
No
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...
que bueno, gracias
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 !
Its complicated
Wow! Thank you so much! So helpful!
:)