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July 12, 2021
Question

Where is the reconciliation screen?

  • July 12, 2021
  • 1 reply
  • 0 views
Can't find the reconciliation screen so that I can reconcile.

1 reply

July 12, 2021

I'm here with all the information you could ever need about reconciliation in QuickBooks Online.

 

Reconciling your accounts in QBO helps ensure your bank and credit card statements match with QuickBooks. Here's how to do it:

 

  1. In QuickBooks Online, select Settings ⚙ and then Reconcile
  2. From the Account ▼ dropdown, select the account you want to reconcile. Make sure it's the same one on your statement.
  3. Review the Beginning balance.
  4. Enter the Ending balance and Ending date on your statement.
  5. Review the Last statement ending date
  6. When you're ready to start, select Start reconciling.

Head to the reconcile an account in QuickBooks Online to learn more details.

 

I'll be right here if you have any additional questions about reconciling in QBO.