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Nov 10, 2023 5:42 PM UTC
Question

How can I include a bank reconciliation in a custom management report?

Under the reports tab there is no Reconciliation Report available to add.

1 reply

Nov 10, 2023 8:10 PM UTC

Hi brenda-jasper,

 

Thanks for reaching out to us here.  Welcome!  QuickBooks Online provides a wide variety of reports that are customizable.  In addition, you can add Custom and Management reports to your list for quick access.  However, at this time, there isn't an option to add reconciliation reports to your custom list.  I understand how beneficial this would be and I encourage you to submit a suggestion to our Development Team.  Recommendations are greatly appreciated in assisting with feature improvements and future updates, to improve your overall customer experience with QuickBooks Online.

 

If you have any other questions, feel free to reach out again.  We would be happy to help!