Running 2 current accounts

I'd be glad to walk you through ensuring the accuracy of your balances, LizaM1.

Since your Metro bank account is connected already, transactions will automatically flow into QuickBooks Online (QBO). You can directly match and categorize it with your bank statement and then refer to the outlined steps below to reconcile:

1. Go to the Gear icon and then Reconcile. If you're reconciling for the very first time, select Get Started.
2. From the Account dropdown, choose the account you want to reconcile. Make sure it's the same one on your statement.
3. Review the Beginning balance. Make sure the beginning balance in QuickBooks matches the one on your statement.
4. Enter the Ending balance and Ending date on your statement.
5. When you're ready to start, select Start reconciling.

For your HSBC account, you can manually upload the transactions, then match them and proceed with reconciliation. 

Here's how to manually upload:

1. Go to Transactions, then select Bank Transactions.
2. Select the Link account dropdown, then select Upload from the file.
3. Select Drag and drop or select files and select the file you downloaded from your bank. Then, select Continue.
4. In the QuickBooks account dropdown, select the account you want to upload the transactions into. Then, select Continue.
5. Follow the onscreen steps to match the columns on the file with the correct fields in QuickBooks. Then select Continue.
6. Select the transactions you like to import. Then select Continue.
7. Select Yes and click Done.

Ensure that the reconciliations are aligned with your bank statement to have accurate end-of-month balances and avoid any discrepancies.

Check out these articles for detailed steps:

• Match online bank transactions
• Manually upload transactions
• Reconcile an account

Furthermore, refer to this article to guide you in checking your financial report and other accounts: Run reports in QuickBooks Online.

Keep us posted if you have other questions about bank concerns. We'll be around to help. Have a good one.