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June 12, 2021
Question

Can someone help me reconcile my quickbooks balance with my bank balance? all my entries are correct. i attempted to manually change it but i made it worse.

  • June 12, 2021
  • 1 reply
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1 reply

Jen_D
June 12, 2021

We want to make sure you're able to complete the reconciliation, @userchristine2.

 

The key to a successful reconciliation is making sure the bank statement matches with the transactions in QuickBooks Online (QBO). If you're unable to reconcile because the balance is off, ensure all entries are entered into the program. You can compare your bank statement to the entries in QBO.

 

For your reference, here are some reconciliation articles you can refer to:

 

 

If you need someone to help you check for any adjustments and make corrections over the phone, I recommend contacting our Support Team. They can do a live viewing session with you to help remove the alerts and apply the credit correctly.

 

  1. Go to the Help menu in QuickBooks, then choose the Search tab.
  2. At the bottom click on Contact us.
  3. Enter the keyword Account Management and Billing in the What can we help you with? box.
  4. On the next screen, scroll down to How would you like to connect with us section.
  5. Choose Chat with us to initiate a discussion with a live agent.
  6. Enter you account contact information then press Get a chat.

 

If you need further assistance with this reconciliation concern or other things in QuickBooks, I'll be right here to help. Have a nice day!