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October 16, 2021
Question

Can you do bank recs using the QB App?

  • October 16, 2021
  • 1 reply
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I’m looking to see if I can do bank reconciliations on the go using my Mobile App?

1 reply

DivinaMercy_N
October 16, 2021

Welcome to the QuickBooks Community, @Anyema. I can share some information about your reconciliation concern using the QuickBooks Online (QBO) mobile app.

 

Yes, you can reconcile bank transactions from connected bank accounts using the QBO mobile app. To learn more details about this, proceed to the Banking section of this article: Compare mobile app features.

 

You can also, perform bank reconciliation on a web browser. Here's how:

 

  1. Sign in to your QBO account on a web browser.
  2. Then, click the Gear icon and choose Reconcile.
  3. From the Account dropdown, pick the account you want to reconcile.
  4. Next, review the Beginning balance. Ensure the beginning balance in QBO matches the one on your statement. 
  5. Then, input the Ending balance and Ending date on your statement. 
  6. If you see it, review the Last statement ending date. This is the end date of your last reconciliation.
  7. Once everything is set, select Start reconciling.

 

For additional information about the reconciliation process, feel free to open this link: Reconcile an account in QuickBooks Online.

 

In QBO, it's easy to generate a handy copy of your reconciliations by pulling up a Reconciliation Report. This can serve as your reference guide in the future to avoid reconciliation issues. You can also either print or export it and save it on your desktop folder. 

 

If you have any other reconciliation concerns, you can always post them here in the Community. I got your back. Have a good one.