What should l do first reconcile or catergorize bank account

Hello chatlivewith,

Thanks for reaching out to us here.  I see that you've posted your question on another Community thread and I have replied to you there.  

Reconciling your accounts in QuickBooks Online is essential, in keeping your books balanced.  I would be happy to provide some insight here!

The best course of action is to categorize and match your transactions, before beginning the reconciliation process.  This ensures your transactions match your bank and credit card statements, and eliminates any discrepancy with statement opening and end dates.  Click here to learn more about the reconcile workflow in QuickBooks Online.

If you have any other questions, please don't hesitate to reach out.  We are always glad to help!

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