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1935 1483 0634 569
October 31, 2022
Question

Cleared vs. reconciled transactions and reports

  • October 31, 2022
  • 1 reply
  • 0 views

Are Cleared transactions still accounted for in generated reports or do they have to be reconciled to be included?

1 reply

T
Trish_T
October 31, 2022

Hi 1935 1483 0634 569,

 

Welcome to Community!  QuickBooks Online provides detailed reports with what matters most for your specific business needs.  I'd be happy to help!

 

You can review a report that shows transactions that have been entered, cleared or reconciled.  Here's how;

 

1. Open your Settings ⚙ and select Chart of Accounts

2. Locate the desired account in your list and click on the ▼ dropdown menu in the Action column

3. Select Run report

4. Choose the Report period

5. Under Rows/columns, Group by Account

6. Click on the ⚙ in the top right of the report and then Show more

7. Checkmark the box next to Clr

8. Hit Run report

 

Let us know if you have other questions.  We'd love to help!

6
65656
November 7, 2022
@Trish_T wrote:

Hi 1935 1483 0634 569,

 

Welcome to Community!  QuickBooks Online provides detailed reports with what matters most for your specific business needs.  I'd be happy to help! iscribble

 

You can review a report that shows transactions that have been entered, cleared or reconciled.  Here's how;

 

1. Open your Settings ⚙ and select Chart of Accounts

2. Locate the desired account in your list and click on the ▼ dropdown menu in the Action column

3. Select Run report

4. Choose the Report period

5. Under Rows/columns, Group by Account

6. Click on the ⚙ in the top right of the report and then Show more

7. Checkmark the box next to Clr

8. Hit Run report

 

Let us know if you have other questions.  We'd love to help!

Dedicated helpers like you are really rare I see on other sites.

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