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F
FHG-CH
April 2, 2024
Question

Can't access Reconcile as a Company Admin

  • April 2, 2024
  • 1 reply
  • 0 views

Attempting to access "Reconcile" and keep getting the set up page.  I am a Company Admin (CA) with no restrictions.  Our Primary Admin (PA) connected the banks and has done bank reconciliations since our conversion to QBO Advanced from QB Desktop.  The PA can see everything under "Reconcile", but I as the CA am not able to see anything.  I get this Set Up screen no matter which option/route I use to get there.  See attached .jpg for reference.

 

Question: Does each user have to connect to the bank just to see the Reconcile tab, functions, and reports?  To my knowledge, though, there is only one login to the bank so will it be impossible for me to see this function?

 

1 reply

L
LollyNino_C
April 2, 2024

Thanks for posting in the QuickBooks Community, @FHG-CH. I'll ensure to share information about getting user access to reconcile in your QuickBooks Online (QBO) account.

 

If you're the Primary Admin, you have access to every part of the QuickBooks account. The same goes with the Company admin. The only distinction is that the Company admin cannot edit or remove the Primary Admin's access.

 

Since the Primary Admin connected the banks and reconciled the banks, please make sure that the login used is correct.

 

You might want to check these articles related to QBO roles: 

 

 

Moreover, I'm adding this article to guide you with other fixes for reconciliation errors: Undo or remove transactions from reconciliations in QuickBooks Online.

 

Keep us posted in the comments below if you have additional questions about managing reconciliations. We'd be glad to have you in this forum. Have a great day ahead!

F
FHG-CHAuthor
April 11, 2024

@LollyNino_C,

Thank you for your reply, but you gave me information I'm already familiar with and never answered my question directly.  I've not found any solutions in QB Support or on Google.  If you are unable to answer my question, is someone else able to help me?  Or where do I need to go to get answers?

 

Thanks.  I really need help and a solution to this issue.  It's hindering my ability to complete tasks.

M
Mark_AG
April 11, 2024

Hello there, @FHG-CH.

 

I understand how challenging it is to find answers through the internet to reconcile an account in QuickBooks Online Advance. Rest assured, I'm here to help you get past this setup screen on your QBO reconciling page, @FHG-CH. Since your primary admin has already reconciled using QBO Advanced, then let's proceed to an alternative.

 

Let me share some workaround that can help you get through this. You can head to the Chart of Accounts as an alternative way of going to the Reconcile page.

 

Here's how:

 

  1. On the left menu, go to Transactions and select the Chart of Accounts tab.
  2. Look for the bank or account you want to reconcile and click View Register under the Action column.
  3. Click the Reconcile button.

 

If it shows the same setup page, I recommend contacting our QuickBooks Online support to investigate this further and apply a solution as soon as possible. Please also ensure to inform your primary admin about this.

 

After successfully reconciling your bank, you can consider closing your books yearly to control undesirable changes before filing your taxes.

 

Feel free to leave a reply if you have other concerns besides reconciling in QuickBooks Online Advanced. I'd be glad to help you anytime.

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