need QBO Accountant version just for Undo Bank Rec feature

Any non-Tax accounting topics go here.
#1
juro  
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18-Oct-2015 9:11am
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USA
apparently that is the case. We have only the QBO Plus version, so i am forced to undo a bank rec by the hard way, which is to click on each transaction that touched the cash account, and remove the check mark for reconciliation status.

need to do the whole year of 2019, and also eventually the year before, 2018, because that is a disaster, too. :twisted:
 

#2
juro  
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918
Joined:
18-Oct-2015 9:11am
Location:
USA
another thing:

now i am trying to delete transactions, but the next day they are still there, after i delete them.
They have been deleted several times now, but they always come back.
 

#3
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3222
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21-Apr-2014 8:25am
Location:
Michigan
If I’m listed as a qbo user I can’t undo bank rec, but if I’m invited as the outside accountant I can undo.
 

#4
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3222
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21-Apr-2014 8:25am
Location:
Michigan
Check the manage users and see how you’re listed.
 

#5
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2887
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21-May-2018 7:50am
Location:
Northern MI and Coastal SC
You can sign up for a QBOA account for free. I think you would then add the e-mail associated with the QBOA account to your QBO account as "outside accountant" so you can gain access to the Accountant Tools for your account (and clients).
 


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