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icerider
Jul 25, 2022 11:53 AM UTC
Solved

Selecting transaction in rec window

Is there a way select more than one transaction at a time in reconcilation window? I need to see how far off this account is and i dont want to have to click the check mark 2500 times.  

Mich_SAnswer
Jul 25, 2022 2:55 PM UTC

Yes, you're correct, @icerider. 

 

When selecting the transactions from the reconciliation window, you can either do it all at once or one by one. 

 

In addition. the feature to enable selecting multiple transactions at a time is a great addition to what we currently have in QuickBooks Online. I recommend sending feedback to our product engineers about this.  They'll use your insightful feedback to enhance your QBO experience. Here's how:

 

  1. Click on the Gear icon.
  2. Then select Feedback.
  3. Fill in your product suggestions. 
  4. Once done, click on Next to submit feedback.

 

Keep track of the feature requests by visiting our webpage for QuickBooks Online Feature Requests.

 

For future reference, here's a guide on how you can fix issues after reconciliation: Fix issues at the end of reconciliation in QuickBooks Online.

 

You're always welcome to reply to this thread if you have other banking-related concerns. The Community is available 24/7 for assistance. Take care!

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5 replies

rvrfrf
Jul 25, 2022 1:30 PM UTC

Thanks for reaching out to the Community, northwaytaxllc.

 

While reconciling accounts, you'll be able to utilize each transaction's checkmark icon to select multiple transactions or all of the ones on the page you're on.

 

Here's an example image of it being used to select a few:

 

Here's another image showing all transactions on the screen being selected at once:

 

I've also included a detailed resource about reconciling which may come in handy moving forward: How to Reconcile

 

Please feel welcome to send a reply if there's any additional questions. Have a lovely day!

iceriderAuthor
Jul 25, 2022 1:51 PM UTC

So its either one at a time or all of them? 

Mich_SAnswer
Jul 25, 2022 2:55 PM UTC

Yes, you're correct, @icerider. 

 

When selecting the transactions from the reconciliation window, you can either do it all at once or one by one. 

 

In addition. the feature to enable selecting multiple transactions at a time is a great addition to what we currently have in QuickBooks Online. I recommend sending feedback to our product engineers about this.  They'll use your insightful feedback to enhance your QBO experience. Here's how:

 

  1. Click on the Gear icon.
  2. Then select Feedback.
  3. Fill in your product suggestions. 
  4. Once done, click on Next to submit feedback.

 

Keep track of the feature requests by visiting our webpage for QuickBooks Online Feature Requests.

 

For future reference, here's a guide on how you can fix issues after reconciliation: Fix issues at the end of reconciliation in QuickBooks Online.

 

You're always welcome to reply to this thread if you have other banking-related concerns. The Community is available 24/7 for assistance. Take care!

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