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May 19, 2024
Question

Can i access the prior version of reconcile statement?

  • May 19, 2024
  • 1 reply
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Access to reconcile an account has changed. How do I access the earlier version of reconciliation?

1 reply

May 20, 2024

Hello there, ESM41.

 

Yes, you can obtain an earlier version of the reconciliation statement through QuickBooks Online. Let me walk you through the steps to ensure you complete the process smoothly.

 

First off, may I know what changes you have noticed when trying to reconcile your account? This information will help me identify any reported issues related to your experience.

 

Then, I recommend running and customizing the Reconciliation report to view the previous reconciliation statement.

 

Here's how:

 

  1. Go to Reports (Take me there).
  2. Type Reconciliation Report in the Find report by name search bar.
  3. Select Reconciliation Reports.
  4. Select the Account for the reconciliation report you want to view.
  5. From the Report period drop-down arrow, choose the reconcile period.
  6. Select View Report.

 

 

On the other hand, in case you need to change prior reconciled entries, you can undo them. This is done to avoid the problems or errors that you are presently experiencing. 

 

Lastly, you can read this article to see different tips that will help you fix any reconciliation you might encounter in the coming months: Learn the reconcile workflow in QuickBooks.

 

Please feel free to get back to me here for any additional questions about QuickBooks or reconciliation. I always have your back. Thanks for dropping in, ESM41. Take care!