Go to the Accounting menu and select the Chart of Accounts tab from the dropdown menu.
Find your bank account, then click the View register link.
Look for the transaction. In the checkmark ✔ column, click the blank box until an "R" appears.
Click on Save once you're done.

For more information about handling your bank transactions, refer to this article: Categorize and match online bank transactions in QuickBooks Online. It'll show you how to review and categorize downloaded transactions.

See this article for more information on how to reconcile your transactions to ensure your books are accurate and there aren't any duplicate transactions: Reconcile an account in QuickBooks Online.

Let me know if there’s anything else that I can assist with clearing your bank transactions by leaving a comment below. I'm always willing to help. Have a great day!

simtreasurer86Author

I'm able to mark "R" on those that are blank. I know have items marked "C" with double boxes. I'm not sure how to clear these.

MirriamM

Moderator

Hello there, @simtreasurer86.

The transactions with double boxes indicates whether a transactions was added or matched from your bank feeds. Also, the C and R under the ✓ column on your Chart of Accounts are reconciliation status. C means cleared through the bank and checked off but not reconciled. On the other hand, R means reconciled. Transactions with R status will no longer show up on the next reconciliation screen at all.

If you want to change the transaction's status, you can click the field repeatedly to change it.

For more tips on reconciling your account, you can check out these articles:

Additionally, you can visit this link for more suggestions while handling your other banking transactions: Find help with bank feeds and reconciling accounts.

I'm always here to lend a helping hand. If you need me, I'm only a post away. Have a great day!

Sign up

Login with SSO

Let's get you signed in

Login with SSO