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April 23, 2023
Question

I would like to balance qb with my business account, to check all transactions have loaded into qb fot previous tax year 6th april 22 to 5th april 23.

  • April 23, 2023
  • 1 reply
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How can I do this simply. 

1 reply

April 23, 2023

You can compare your bank statement with your QuickBooks bank register, at @little-miss-orch.

 

Follow the steps below to open your bank register:

 

  1. Select the Accounting menu.
  2. Choose Chart of Accounts.
  3. Look for the account on the list.
  4. From the Actions column, click View Register.

 

To make sure they are balanced, you can reconcile an account. You must check your accounts in QuickBooks to make sure they line up with your bank and credit card bills, just like when you balance your checkbook. This

 

For future use, check out this guide to learn more on how to manage issues when reconciling: Fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

Let me know if you have questions about reconciling an account. I'm always here to help. Have a great day.