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suzie13
September 14, 2022
Question

Starling Bank Pots & Reconciliation?

  • September 14, 2022
  • 1 reply
  • 0 views
I have a client who has Starling bank connected and they have 4 pots within. There are lots of transfers in the various pots that haven't been included in the bank reconciliations. The bank balance on the TB is as it should be. 
How can I clear out these old transactions sitting in the reconcile function?

1 reply

G
GeorgiaC
September 14, 2022

Hi suzie13, if the transfers tally to zero when selected on the rec screen then you can enter the same ending date and ending balance of the last completed reconciliation to create a new rec report that will remove these from showing in the future. If you would prefer to delete these from QB, you can locate the transactions in the Banking > Categorised tab (tick the checkbox to the left of all transactions to be removed) > Undo. These will move the transactions to the For review tab where you can batch tick > exclude. 🙂

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