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heidi-valleyp
Level 1

How do I find out when I last reconciled my Wagepoint clearing account as I have reconciled the bank account for all these months and forgot to do the WP clearing a/c?

 
2 Comments 2
LeithG
Level 7

How do I find out when I last reconciled my Wagepoint clearing account as I have reconciled the bank account for all these months and forgot to do the WP clearing a/c?

Hi heidi-valleyp:

 

From the Gear Icon select Reconcile.

On the Reconcile page click History by Account

In there, you'll see each account you're reconciling, and the last time you reconciled each.

 

Hope this helps!

LauraAB
QuickBooks Team

How do I find out when I last reconciled my Wagepoint clearing account as I have reconciled the bank account for all these months and forgot to do the WP clearing a/c?

Hey there heidi-valleyp,

 

@LeithG has got you exactly where you need to be to see your past reconciliations in QuickBooks Online. With those steps, you'll be able to choose from the Account drop-down menu, select your Wagepoint clearing account, and then see the reconciliation reports for the periods you've already taken care of. I know how important it is to keep on top of these things, and you'll be off to a great start with this.

 

One of the beauties of QuickBooks Online is that there are a number of other ways to get to the same place. For instance, while lashedlifter has directed you through the Gear icon, you can also access the Reconcile area by hovering over Accounting and choosing Reconcile. Likewise, there are other ways to find your reconciliation reports, such as through the Reports tab.

 

Here are a couple of articles you can bookmark if you think they'd be useful to you.

Feel free to stop by Community again!

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