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January 24, 2023
Question

Open a reconciled account?

  • January 24, 2023
  • 1 reply
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1 reply

JaeAnnC
January 24, 2023

Thanks for visiting the support forum for QuickBooks, @buddy5. I'm here to ensure you'll get the assistance you need in opening a reconciled account in QuickBooks Online (QBO). 

 

I appreciate you taking the initiative to reconcile your accounts. This way, we can guarantee that your books will stay balanced and accurate. 

 

To open a reconciled account, we can follow these steps:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Look for the reconciled account you want to open.
  3. Click View register.

 

As soon as you finish reconciling, QBO creates a report for that session. It summarizes the beginning and ending balances and provides a list of cleared and uncleared transactions after reconciliation. That said, I'd recommend running a reconciliation report if you have difficulties reconciling the following month.

 

Moreover, we can undo a reconciliation if you need to edit several transactions. If you want to undo an entire period at once, we can invite your accountant and let them undo the reconciliation. However, if you prefer doing it on your own, we can also edit individual transactions on a reconciliation

 

If you have any follow-up concerns reconciling your accounts, please don't hesitate to post them here in the Community. We're always available to assist you. Stay safe, and have a great day!