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January 28, 2022
Question

Converted from Desktop to Online. How can I reconcile old transaction from 2018, 2019 and 2020 that are showing not reconciled?

  • January 28, 2022
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1 reply

January 28, 2022

Hi there, @DMR40.

 

When you switch from QuickBooks Desktop to QuickBooks Online, your past reconciliation reports don't convert to QuickBooks Online. All reconciled transactions in the register will have a reconciled status indicated with " ". 

 

Once everything is set, you can now start reconciling your account. After that, I'd advise you to access the Reconciliation Report to review all the data you've previously reconciled. I'd also suggest reaching out to an accountant so they can give you the best advice on how to deal with these transactions.

 

For more information, you may refer to this article: What to expect when you switch from QuickBooks Desktop to QuickBooks Online.

 

In case you've encountered any issues while reconciling your account, you may click these links for the resolution. 

 

 

Feel free to post a comment if you have further questions about reconciling. I'm willing to answer them. Keep safe always.