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accounts-hunterl
Level 1

Anyone else having ongoing bank reconciliations issues? Have spent hours contacting qb. It’s been weeks, With no resolve.

 
1 Comment 1
Divina_N
QuickBooks Team

Anyone else having ongoing bank reconciliations issues? Have spent hours contacting qb. It’s been weeks, With no resolve.

Thanks for posting your reconciliation problem here, @accounts-hunterl.

 

May I know the specific issue you encountered when you reconcile your bank? This information will be a great help so that I can find you a timely solution. Meanwhile, I can share some troubleshooting steps for common issues when reconciling an account in QuickBooks. 

 

If you have entered an incorrect opening balance on the account you're going to reconcile, here's the article that will guide you: Fix issues the first time you reconcile an account in QuickBooks Online.

 

In case you forgot to input an opening balance, check out this link for the steps: What to do if you didn't enter an opening balance in QuickBooks Online.

 

If you add older transactions dated before your opening balance, see this article to help you reconcile them: Reconcile transactions that are older than your opening balance in QuickBooks Online. 

 

In case your QuickBooks and bank balance don't match, here's the link that will provide you details to fix it: Fix issues at the end of reconciliation in QuickBooks Online.

 

For your reference, please see this article: Learn the reconcile workflow in QuickBooks.

 

Also, if you want to connect with our live support team, here are the steps you can perform:

  1. Go to the Help menu.
  2. From the Assistant tab, enter a brief description of your concern. Example: Reconciliation issues.
  3. Then, type Talk to a human.
  4. Select Yes, then Get help from a human.
  5. Choose either Start a Chat or Have us call you.

 

Our phone support operation for QuickBooks Online is from Monday to Friday 6 AM to 6 PM, and on Saturday 6 AM to 3 PM Pacific Time. For more info, please see this page: QuickBooks Online Support.

 

Then, to have a copy of your reconciliation for the previous period, you can pull up a reconciliation report

 

Fill me in if you need more help in fixing your reconciliation in QuickBooks. I'll be around in the Community to help. Take care always.