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mkreutz
Jan 28, 2024 9:07 PM UTC
Question

How can I add a receipt to a reconciliation?

I reconciled as of 12/31/2023 and a check came in that I have to add as outstanding.  How can I print the reconciliation showing that check as outstanding?

1 reply

Heide DC
Jan 28, 2024 10:54 PM UTC

Let me guide you on how to print reconciled transactions in QuickBooks Online (QBO), mkreutz. I'll assure you that this will be an easy process.

 

Here's how:

 

  1. Go to  Reports.
  2. Type Reconciliation Report in the Find report by name.
  3. Select Reconciliation Reports.
  4. Select the Account you want to view.
  5. From the Report period drop-down arrow, choose the reconcile period.

 

To view the reconciliation report, select View Report.

To print, select the Print icon in the upper right of the report.

 

In addition, I've added an article on learning how to export your reports to Microsoft Excel from QBO: Export your reports to Excel from QuickBooks Online.

 

Let me know if you have concerns about reconciling transactions. Feel free to comment down below. Stay safe.

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