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April 19, 2021
Question

Could you send the link to get hep with bank reconciliations

  • April 19, 2021
  • 1 reply
  • 0 views
I need help with bank reconciliations

1 reply

MichelleBh
April 20, 2021

Yes sure, @CindyASE.

 

It's my pleasure to provide you the link and the detailed steps on how to reconcile your bank accounts in QuickBooks Online (QBO).

 

If you want to know how to reconcile an account in QBO, ensure the following information below first. This way, you can reconcile your account seamlessly. Simply go to the Gear icon, click Chart of Accounts, and click View register perpendicular with the account. 

 

  • Opening balance is matched to your real-life bank account. 
  • The opening balance entry is the only one reconciled. 
  • If there's an on any other transactions, double-click the letter and keep selecting it until the box is blank or C. 

 

 

 

Once confirmed, you can now start reconciling the account. Here's how: 

 

  1. Go to the Accounting tab on the left side. 
  2. Choose Reconcile
  3. Pick the Account in the drop-down arrow. 
  4. Enter the Ending balance and Ending date
  5. Click Start reconciling

 

       6. Checked all the data you've seen in your bank statement in the Reconciliation window. 

       7. Tap Finish now

 

For the complete instructions, check out this article: Reconcile an account in QuickBooks Online.

 

Once done, you can always review the data by opening a Reconciliation Report. Just click the History by the account on the Reconcile page. 

 

 

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.