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March 7, 2023
Question

How do you avoid reconciliation issues when you pay a credit card balance in your checking account but the individual expense transactions paid were entered manually?

  • March 7, 2023
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1 reply

March 7, 2023

I'm thrilled to have you here today, @Michael11_2. I'll share an insight to ensure you can reconcile your account without encountering any issues.

 

In your case, you can reconcile the Checking account normally after paying the credit card balance. You don't have to worry about the existing expense transactions that were settled and entered manually in your QuickBooks Online (QBO) account. Reconciling your account can be done straightforwardly, at the same time keeping it accurate.

 

Additionally, here's an article to ensure you're on the right path on reconciling your account: Learn the reconcile workflow in QuickBooks.

 

If you've reconciled transactions accidentally, here's how you can remove them from the reconciliation: Undo or remove transactions from reconciliations in QuickBooks Online.

 

Thanks for dropping by here, @Michael11_2. I'll be more than happy to help you if you need further assistance dealing with the reconciliation of accounts in QuickBooks. Take care, and have a great week!