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December 1, 2021
Question

Anybody find a way to fix the problem with not being able to reconcile? It says I need to connect accounts that are already connected.

  • December 1, 2021
  • 1 reply
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Only one user is our office can reconcile. We all have the same access.

1 reply

December 1, 2021

Hello there, @ronda-m-byerscre.

 

Let me get the help you need to ensure you can reconcile in QuickBooks Online (QBO).

 

Different types of users in QBO has their access permissions. We can have the Master Admin verify if you have access to reconcile books. Here's how:

  1. Go to the Gear icon at the top. 
  2. Select Manage users.
  3. On the Manage users page, go to the Users tab.
  4. Locate the user name, and check the user type. 
  5. Make sure it's a Standard user or Admin with All access.

 

If you don't have this kind of access, that's why you're unable to reconcile. But if you do have access, let's try opening your account in a private (incognito) window. Using a safe browser and accessing the program from there can usually fix the issue.

 

Check out these keyboard shortcuts:

  • Command + Shift + N (Safari)
  • Ctrl+ Shift + N (Google Chrome)
  • Ctrl + Shift + P (Mozilla Firefox) 

 

If this works in incognito, we can try clearing your Internet cache. Before doing so, ensure to close the browser after clearing for the changes to take effect. See Clear cache and cookies to fix issues when using QuickBooks Online for more information.

 

Otherwise, switch to a different browser like Firefox, Google Chrome, or Safari. The one you are currently on maybe have a temporary issue with QuickBooks, and using a new browser for the moment will allow you to get back to work.

 

To learn more about user roles in QBO and how you can reconcile, see the below articles:

 

Should you need any further insight, feel free to ask. I'm always here to lend a helping hand. Have a wonderful day!