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kathy@currandesi
August 29, 2023
Question

no dollar amount in QBO when I try to reconcile an account

  • August 29, 2023
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

Rubielyn_J
Rubielyn_J
August 29, 2023

Hello there, Kathy. 

 

I understand that you're currently facing a situation where there is no dollar amount showing in QuickBooks Online when you attempt to reconcile an account. This discrepancy can be frustrating, but I'm here to help you find a solution.

 

But before that, can you share more details about your concern? Which part is missing the dollar amount when you try to reconcile an account? Any additional information and screenshot you can provide would be greatly appreciated. Our goal is to ensure that we offer you precise steps and accurate information to resolve this matter.

 

I'm also sharing this resource that covers some helpful articles to guide you in entering transactions, managing your reports, and handling payroll processes: QuickBooks Help article. 

 

Your reply below with more information is highly valued. We eagerly await your response.

K
kathy@currandesiAuthor
September 1, 2023

I thought the issue was using the incorrect browser and not Microsoft Edge, but today I am still having the same issue.  Not the gentleman's fault I spoke with as it was correct before today.

thank,

cathy

JoesemM
JoesemM
September 1, 2023

Greetings, @Cathy11_2. I want to express my gratitude for the troubleshooting steps you have taken in to resolve the issue concerning the absence of a dollar amount when attempting to reconcile your account.

 

To ensure we're on the same page, when you attempt to reconcile your account the page displays no transactions? If so, you'll want to click the funnel in the upper left corner of the register and change the filters or clear it like status, transaction type, payee, and date. This way, all the transactions selected will be showing on the reconciliation page. 

 

On the other hand, you can click the Edit info and make necessary changes like ending dates and amounts. QuickBooks uses this to check for accuracy. Make sure you entered the correct amount.


I would also appreciate it if you could provide a screenshot of the issue you are facing. This would enable me to provide you with the most accurate and effective solution to resolve the problem. 

 

I'll be sharing these resources that will guide you in reconciling your accounts, so they always match your bank and credit card statements:

 

 

Should you require further clarification or have any additional questions related to the reconciliation process, please don't hesitate to mention me in your response. Take care, and have a great day!

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