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usercheri-lasota
March 13, 2021
Question

I just swtiched to Quickbooks. I want to start fresh keep only transactions for 2021 in my QB account. How to reconcile statements that cross back into 2020?

  • March 13, 2021
  • 1 reply
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For example, my Dec/Jan bank statement goes from Dec 4, 2020 to Jan 6, 2021. That can't be reconciled if I don't have 2020 transactions showing in QB. What's the best solution?

1 reply

JenoP
JenoP
March 13, 2021

Hi there, usercheri-lasota.

 

There's no option to reconcile the entire bank statement if there are no transaction from December since they're part of the period. You'll want to reach out to your accountant for further advice on this matter. 

 

Let me also share these articles for additional guidance and reference: 

 

 

The Community is always here if you need more help while working in QBO. ​​​​​​​

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