Skip to main content

Get 50% OFF QuickBooks for 3 months*

Buy now
Switch to QuickBooks and 70% off for 3 Months
May 6, 2020
Question

I opened my Jan 2019 bank rec and it has the whole year listed. what can I do to get just Jan?

  • May 6, 2020
  • 1 reply
  • 0 views
No text available

1 reply

JenoP
QuickBooks Team
May 6, 2020

Hi there, thorocleaning.

 

I'll help with your questions about bank reconciliation. If you're still reconciling, follow these steps to filter the date:

 

  1. Open the Reconciliation window.
  2. Click the Funnel icon to the left. 
  3. Go to the Date section, then enter January's date in the From and To fields.
  4. Click Apply

If the transactions are already reconciled and just wants to see a report or a summary of the details, you can run a Reconciliation report. Here's how:

 

  1. Go to the Reports menu and look for Reconciliation Report.
  2. Click the drop-down list for Report period and select the correct one.
  3. You can also click the View Report link beside the reconciliation for January 2019. 

Let me know if you have other questions. We're always here to help.

 

 

 

Say "Thanks" by clicking the thumb icon in a post

Mark the post that answers your question by clicking on "Accept as solution"