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momof3eees
January 13, 2025
Question

Reconciled checks

  • January 13, 2025
  • 1 reply
  • 0 views

When I view a check ( or bill pay check) I do not see ON THE CHECK (not the register) that it was cleared.

In other versions of QB I see a check mark (ON THE CHECK not the register) and some with the date it was reconciled.

How do I change this preference?

1 reply

M
Mark_AG
January 13, 2025

Hi there, @momof3eees.

 

I can see you’re looking for a way to see the reconciliation status directly on the check in QuickBooks Online. I'm here to provide you information about this and how to achieve it.

 

Currently, QBO doesn’t display a reconciliation checkmark or cleared status directly on the check detail view, as this information is primarily visible in the register or reconciliation reports. While there isn’t a preference setting to adjust this view, you can always verify a check’s reconciliation status by reviewing the account register or by running a reconciliation report for detailed tracking.

 

Here's how:

 

  1. Go to the Gear icon and select Chart of Accounts.
  2. Select the account where the transaction belong.
  3. Find the transaction. You'll see the reconciliation status of the transaction in the ✔ column.
    • R means reconciled.
    • C means cleared.
    • blank means unreconciled.

 

Moreover, you can also consider checking out this article to learn how to make changes to the accounts you've previously reconciled: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

If you’re managing a high volume of reconciled transactions and need tailored workflows, our QuickBooks Live Expert Assisted team can guide you on optimizing your setup and reports to streamline your bookkeeping tasks.

 

Let me know if you have further concerns about checking the reconciliation status of your transactions in QuickBooks Online. I'm always here to assist you.

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