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C
CWHOA
March 9, 2025
Question

Quickbooks account setup issue?

  • March 9, 2025
  • 1 reply
  • 0 views

My bank reconciliation report is still showing the name of the previous treasurer who has been gone for several years.  How do I change this?  I've looked at all of the tabs in "Manage my account" and none of them still have her name attached. Where is this setting? [Image Removed]

 

 

1 reply

J
JeraldR
March 9, 2025

To address this, you'll need to ensure that you're using your login credentials as an admin. I'll discuss this further below.

 

If you're an admin user, you need to delete your previous treasurer user account at the Manage users section. See the screenshot below.

 

After you delete the user, you need to un-reconcile the transactions linked with the previous treasurer's name. Then, reconcile it again under your account to ensure transactions will reflect. I'll show you how to undo reconciliation:

 

  1. On the upper right corner, go to the Gear icon, then Chart of accounts.
  2. Locate the account with the reconciled transaction and click View register.
  3. Look for an R in the checkmark column next to the transaction, which indicates it's reconciled.
  4. Select the transaction to see more details.
  5. In the checkmark column, select the box with the R until the box is blank. This removes the transaction from the reconciliation.

     

  6. Hit Save to confirm the changes.

 

Once done, reconcile your account in QuickBooks Online under your account.

 

You might find this resource helpful when you customize your reports in QuickBooks Online: Customize reports in QuickBooks Online.

Additionally, speak to our Live experts today and learn how to keep everything in place with the help of QuickBooks.

 

If you need further assistance with reconciliation, don't hesitate to reply in this thread. We're here to guide you.

C
CWHOAAuthor
March 13, 2025

Jared - Unfortunately that does not solve my problem.  In the "Manage Users" task, there is only 1 user setup and that is me, and I am a Primary Admin.  There is no reference to the previous treasurer on any screen that I can find in the system.  Any other thoughts?

F
FaithA
March 13, 2025

Thanks for returning to the thread and confirming the changes in the Manage Users section, CWHOA. Since the Primary Admin in your account is already updated but the previous treasurer's name still appears on the bank reconciliation report, it's most likely a cache issue. Let’s go through the steps to access your account in a private window and clear your cache.

 

To determine if this is a browser issue, log in to your QBO account using a private browser first. You can refer to the shortcut keys below:

 

  • Mozilla Firefox: CTRL + Shift + P
  • Microsoft Edge: CTRL + Shift + N
  • Google Chrome: CTRL + Shift + N
  • Safari: Command + Shift + N

 

Open the reconciliation report again. If the issue is resolved, clear your regular browser's cache to refresh your connection and browsing history. Keep in mind to exclude the cookies. If the issue persists, try using a different supported browser, as your current browser may have a temporary compatibility issue with QuickBooks.

 

However, after trying incognito mode and clearing the cache but the situation remains, it's a good idea to reach out to our live support team. They have the appropriate tools to securely open your account and see where the issue lies:

 

  1. Sign in to your QBO company.
  2. Click Help.
  3. Enter a keyword or topic about the situation.
  4. Select Contact Us to be connected to an expert for help.

 

Finally, let me share this resource to help you determine how to save a copy of the report: View, Print, or Export a Reconciliation Report.

 

This thread will continue to remain active if you have further queries about reconciliation reports. The Community team will be eager to loop back and assist. Take care.

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