Let's work together to fix the reconciliation link, Paul. By doing this, you'll be able to reconcile your accounts smoothly and effectively.
Before doing so, did you encounter any error messages when opening the reconciliation link? This will enable me to grasp the situation better and provide you with an accurate solution.
For now, I recommend accessing your account using a private window. Accumulated browser cache can sometimes interfere with how web pages load and function.
Here are the keyboard shortcuts:
- Safari: Command + Shift + N
- Google Chrome: CTRL + Shift + N
- Mozilla Firefox or Microsoft Edge: CTRL + Shift + N
Then go back to the reconciliation page again. If you can reconcile your account, clear the browser's cache. Doing so deletes all the data from your browser and optimizes its performance. You may also use other supported browsers as an alternative.
Also, you can't use the History by account to reconcile since it's only a reference for reviewing transactions associated with specific accounts. This history allows you to compare transactions recorded in QBO against your bank statement.
I'll also provide some helpful resources to guide you in generating reports after reconciliation and troubleshooting any issues you might encounter along the way:
If you have further questions about the reconciliation process or any other aspects of QuickBooks, please comment below. I'm here to lend a hand. Take care.
