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January 27, 2023
Question

Bank Rec Info Box Won't Close

  • January 27, 2023
  • 1 reply
  • 0 views

How do I close this box?

The X in the top right corner does nothing, so this box sits on my bank reconciliation screen taking up valuable screen real estate.

 

I'm not asking for help on the actual reconciliation, I know why there are uncleared transactions and it is expected for my purposes.

 

Is there a more appropriate place to report this technical glitch in QBO's platform?

 

Thanks 

1 reply

January 27, 2023

Hey there kris-schgbusines,

 

Welcome to the QuickBooks Community! Thanks for reaching out to us here. QuickBooks Online is a great tool that help manage your business. I would be happy to provide some information.

 

To clear this message, follow the steps below:

 

1- Head to the Chart of account

2- Select Account history for the account in question

3- Click on Reconcile 

4- Click on the Filter (looks like a funnel) and use the dropdown arrow in the Reconcile status, to select Cleared 

5- Select Apply

 

This should clear the message you're seeing. If you require further assistance, I recommend reaching out to the support team outside of the Community. They'll be able to do a screenshare with you to better assist you. You can reach them by following one of these methods: 

 

Schedule a Callback or start a Chat: click (?)Help in the upper right > type and enter "Contact support" into the QB Assistant > click Contact Us > explain your situation > click Let's Talk > choose Get a callback or Start a Chat.
Social Media: Facebook and Twitter

 

If you have any other questions, feel free to reach out here.

January 27, 2023

Thank you for reaching out. 

 

Unfortunately, this does not solve my issue, which is not one of filtering. The issue is that I cannot close the message box.