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I am new to Quickbooks Online and am wanting some advise/guidance please. I have been reconciling a business's everyday account that has not been reconciled since 2019/2020 financial year. After having the account balance, I was reviewing the transactions that are showing under the for review, categorised & excluded tabs. I started confirming transactions that were showing the green confirm button and now these transactions are appearing when I go to reconcile the account. Is there any way of clearing these transactions or do I need the accountant to review this. Your help is greatly appreciated!
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The transactions are reported and added in QuickBooks Online the moment you add or save them. If the transactions are shown in the For Review need to be added to the reconciled period, you'll have to undo the bank reconciliation. If not, you'll have to review the reconciliation made and the transactions added from the For review.
You can print a reconciliation report to make sure it matches your bank statements. Here's how:
If the transactions added from For review needs to be included in the reconciliation, you'll have to undo the reconciliation made.
You can check this article to learn more about bank reconciliation in QuickBooks Online Reconcile an account in QuickBooks Online.
Click on reply if you need more help with bank reconciliation. The Community is here to help you.
Thanks for posting in the Community!
The transactions are reported and added in QuickBooks Online the moment you add or save them. If the transactions are shown in the For Review need to be added to the reconciled period, you'll have to undo the bank reconciliation. If not, you'll have to review the reconciliation made and the transactions added from the For review.
You can print a reconciliation report to make sure it matches your bank statements. Here's how:
If the transactions added from For review needs to be included in the reconciliation, you'll have to undo the reconciliation made.
You can check this article to learn more about bank reconciliation in QuickBooks Online Reconcile an account in QuickBooks Online.
Click on reply if you need more help with bank reconciliation. The Community is here to help you.
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