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July 18, 2023
Question

I'm reconciling accounts and a transfer is showing on 1 reconciliation but not the other account.

  • July 18, 2023
  • 1 reply
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1 reply

July 18, 2023

Hi kaitlyn_knipe-ho,

 

Welcome to Community!  It's essential that you're able to record the transfer and reconcile your accounts seamlessly.  QuickBooks Online provides alternatives, to how your record money movement from one account to another.  I'd be glad to help!

 

It's important to ensure that the transfer is entered as one transaction that includes both accounts.  This can be done as a Transfer, Cheque or Journal Entry.  Here's a helpful guide for your reference.  If you're still not able to locate the transaction in both accounts, please don't hesitate to contact us.  It would be our pleasure to work with you directly and ensure your able to accomplish your QuickBooks goals without delay!

 

Schedule a Callback or start a Chat: click (?) Help in the upper right in QuickBooks Online > enter "Contact support" > hit Contact Us > provide a brief summary of your situation > hit Let's Talk > choose Get a callback or Start a Chat.

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Feel free to reach back out with other questions.  We'd be happy to assist!