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Nov 18, 2023 11:11 PM UTC
Question

Can you tell me how to view and print out previous month bank reconciliations?

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3 replies

Nov 19, 2023 12:00 AM UTC

Welcome to the Community. I'd be happy to guide you through the process of tracking your previous bank reconciliations.

 

After each reconciliation, QuickBooks Online automatically creates a reconciliation report for that session. This report summarizes beginning and ending balances and details which cleared and uncleared transactions.

 

Here's how to run a reconciliation report to review your work:

 

  1. Click the Gear icon, then choose Reconcile under TOOLS.
  2. Select History by account.
  3. Use the dropdown menus to select the account and date range. 
  4. Hit the Print icon located in the upper right corner of the report.

 

For more detailed instructions, read this article: How do I view, print, or export a reconciliation report?

 

Refer to this guide whenever you require assistance with performing or correcting a reconciliation: Learn the reconcile workflow in QuickBooks.

 

I'm all ears if you have other questions about reconciliation in QuickBooks. The Community space is open 24/7, and I'm always prepared to assist you.

Nov 19, 2023 11:31 AM UTC

Thank you very much!  The steps worked perfectly.  Appreciate your help.

Nov 19, 2023 11:54 AM UTC

You're always welcome.

 

Please don't hesitate to let us know if there's anything else you need to manage your business's growth using QuickBooks Online (QBO). Take care, and I wish you continued success.