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tcb22
April 10, 2025
Question

When I start my monthly reconciliation, Quickbooks Online automatically selects transactions to reconcile. How can I turn off this feature?

  • April 10, 2025
  • 1 reply
  • 0 views

I like how downloaded bank transactions are automatically categorized and/or matched, but when it comes to reconciling, the automated reconciliation is never accurate, and I need to go through it manually anyway. clearing all the checked transactions is simple enough, but if I start the reconciliation and then, for instance, remove the "statement ending balance" filter, then QBO once again automatically selects transactions to be reconciled, undoing the selections I just made.

1 reply

N
NicoleAscencionS
April 10, 2025

Welcome to the Community, tcb22.

 

QuickBooks Online (QBO) doesn't have a direct way to turn off the automatic selection feature for reconciliations. QBO will automatically mark the items included in the selected statement date, and you'll need to manually uncheck it.


I can also see how this feature would benefit your business and the program. If you'd like this to be available in QBO, I encourage you to send feedback to our engineers. Your suggestions can help them consider adding this feature in future updates. Here's how:

 

  1. Go to the Gear icon.
  2. Under the Profile column, select Feedback.
  3. Enter your suggestion, then click Next.

 

Furthermore, after you finish reconciling, you can view, print, or export your reconciliation report to maintain accurate financial data.

 

Return to this thread if you have additional questions about reconciliation.

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