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SoJBMDL Thrift Store
April 14, 2021
Question

Why won't my account reconcile? Beginning balance is correct I triple checked all bank statement items and I am still off! Is something incorrectly categorized?

  • April 14, 2021
  • 1 reply
  • 0 views
I imported our data from QB Desktop. This is the first reconciliation in QBO so it lists transactions from the last 18monts but all of those are pre-checked. It does not give me the option to do a smaller one time reconciliation to clear out those 500 transactions to focus just on this month. Changing any of those changes my beginning balance which is already correct. I do monthly reconciliations and have not been off before. I entered all the data into my QB Desktop for this month and it reconciles just like it always does. Should I give up and try to re-import the bank register?

1 reply

R
ReymondO
April 14, 2021

Hey there, @SoJBMDL Thrift Store.

 

I'll help you fix the discrepancies in your QuickBooks Online account. 

 

You've mentioned that you recently imported your data from QuickBooks Desktop, there might be some transactions that are missing. This can be the reason why you're getting a discrepancy in your account.

 

Since you've stated that you've already checked the beginning balance and all bank statements, I'd recommend reaching out to our customer support. This way, our Data Services team can help you fix the discrepancies in your account. 

 

Here's how you can reach out to them:

 

  1. Click the Help menu in the upper-right hand corner and click Talk to a human.
  2. Type in "Talk to a human", then press Enter.
  3. Look for I still need a human and click on it.
  4. Select Get help from a human.
  5. Choose between Chat with us, Schedule an appointment, or Have us call you.

Please check out our support hours to ensure that we address your concerns on time.

 

You can also check this guide to know what happened to your data when you imported it from QuickBooks Desktop to Online.

 

You're more than welcome to visit this thread again if you have other questions. Just add the details of your concern here and I'll help you out.

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