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Experienced Member

Reconciling

I am very new to QB. Please forgive me if I do not ask this question correctly. Here is what is going on step by step of what I have done and made a complete mess of things:

1. Checking and QB balance was way off. I undid all of the deposits and the balance became correct again.  Keep in mind these were still in for Review

2. I went to reconcile and the starting balance was way off. So after researching, I was convinced to recreate the deposit and then reconcile it. This made the starting balance go down but now the QB balance is back up. 

 

Help, not sure what to do. I thought maybe I needed to delete those in the For Review but not sure. 

 

 

1 Comment
QuickBooks Team

Re: Reconciling

It's good to see you here with us, crystal,

 

Thanks for providing detailed information.

 

I'm here to help share information on how to reconcile accounts in QuickBooks Online. 

 

To start with, you must get your Bank Statement, then open the Reconciliation you’ve made to that period. Crossmatch each transaction from Bank Statement with transactions reconciled into your QuickBooks Online account.

 

One way to determine whether you are missing transactions either on your statement or in QuickBooks Online is to compare the number of transactions listed on each and ensure that the total number of transactions listed on each is the same.

 

Once you'll know what transaction issues to look for, it would be easy to locate troublesome transactions.

 

To know more on how to reconcile accounts in QuickBooks Online, here are some helpful articles you can check:

If you have a further question in reconciling accounts, please feel free to reach back out. I'm always here to help. Have a great day!