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December 1, 2022
Question

Initial reconciliation after linking your bank to QuickBooks

  • December 1, 2022
  • 1 reply
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I've just recently linked the bank statements and credit card statements to Quick Books, what is the process to reconcile?  Thank you in advance, Velma

1 reply

December 1, 2022

Hi Velma,

 

Congrats on linking your bank statements and credit credit card statements in QuickBooks.. Reconciliation can be a lengthy process and I'm glad you're using QuickBooks to help streamline this process. QuickBooks is designed to help you save time so you can do the things that you enjoy the most. I'll be glad to share more information about reconciling your accounts. 

 

Based on what you've shared, I highly recommend getting in touch with an accounting professional for expert advice on how to handle the transactions. If you're not in contact with a professional, don't worry, you can search for one using this link here. Otherwise, I recommend you to check out these helpful resources with more info about reconciling in QuickBooks:

 

I encourage you to go through the articles above as they provide helpful information which will help you complete your reconciliation with ease. If you have questions, don't hesitate to reach back to me here. Otherwise, I wish you a great rest of the week!