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March 16, 2021
Question

I'm not sure how to find the errors in qbo when the reconcile doesn't match up

  • March 16, 2021
  • 1 reply
  • 0 views
where do i find items that still need to be reconciled?

1 reply

DivinaMercy_N
March 16, 2021

We want everything to be as easy as possible, @kellystefanus-fo.

 

Here are the steps you can perform if your QuickBooks and account balances do not match:

  1. First, review the opening and beginning balance.
  2. Then, check the ending balance you entered, just select Edit info in the Reconciliation screen.  
  3. Verify the Ending balance and Ending date.
  4. Review your bank statement. Make edits as needed. When you're done, select Save.

 

If there's still a difference, proceed to Step 3 to 7 of this article: Fix issues at the end of reconciliation in QuickBooks Online. 

 

Once everything is set, you're now ready to reconcile your account. For the detailed guide, please visit our reconciliation hub

 

When the reconciliation is finished, you can pull up a reconciliation report to have a summary of your reconciled transactions and to review past reconciliations QBO. 

 

Let me know if you need further assistance with reconciling your account in QuickBooks. I'm always around to help. Have a good one.