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Jt72
December 5, 2022
Question

reconciling

  • December 5, 2022
  • 1 reply
  • 0 views

Hi

please can someone advise me about the issue i have.

I have downloaded 2 months worth of bank statements and they have all been categorised and are all showing in the register but none of them have got a C Cleared next to them, if i then try to Reconcile, it doesnt show transactions there at all ??

Thank you in advance

1 reply

Rose-A
Rose-A
December 6, 2022

Good to see you here in the Community, Jt72.

 

You'll want to make sure you're categorizing the transactions correctly. An incorrect statement date is also one of the reasons why transactions do not appear on the reconciliation page.

 

Feel free to follow the steps below to correct the statement date:

 

  1. Select Accounting from the sidebar menu.
  2. Go to the Reconcile tab.
  3. Enter the necessary information, then choose Start reconciling.
  4. Click the Funnel icon, then make sure to set the appropriate filters (see below).

 

We can use the following resources to assist us with reconciling transactions and resolving discrepancy issues in QuickBooks Online:

 

Reconcile an account in QuickBooks Online.

Learn the reconcile workflow in QuickBooks.

 

If you still have concerns about reconciliation, please let me know in the comments section below. I'll be waiting for your response and am always willing to assist. Take care, Jt72.

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