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fedorekcontracting
Level 1

I need to reconcile bank statement. Where can I find this option

 
1 Comment 1
Mirriam_M
QuickBooks Team

I need to reconcile bank statement. Where can I find this option

It's great to see you posting in the Community forum, fedorekcontracting.

 

In QuickBooks Online (QBO), the reconcile feature allows you to easily match your transactions with your bank statement. You'll find this option under the Gear icon in the upper-right corner of your QBO account.

 

Before you begin reconciliation, here’s what you need to prepare:

 

  1. Have your monthly bank or credit card statement ready. If you're reconciling multiple months, start with the oldest statement first.
  2. If your accounts are connected to online banking, ensure all downloaded transactions have been matched and categorized.

 

Once you're ready, follow these steps to reconcile your account:

 

  1. Go to the Gear icon in the upper-right-hand.
  2. Choose Reconcile.
  3. Select the account you want to reconcile from the Account drop-down menu.
  4. Ensure that the account you select matches the account you're reconciling on your bank or credit card statement.

 

For a more detailed guide, check out this article: Reconcile an account in QuickBooks Online. Continue with Step 2: Start the reconciliation.

 

If you need further assistance with reconciliation, feel free to reach out. We're here to help and ensure everything goes smoothly.

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