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emma.a.russell
Level 1

A client of ours has cancelled their qb subscription and now we only need to reconcile their bank accounts but it's not working, how can I do this without resubsribing?

 
1 REPLY 1
Erika_K
QuickBooks Team

A client of ours has cancelled their qb subscription and now we only need to reconcile their bank accounts but it's not working, how can I do this without resubsribing?

Hello there, emma. Reconciling without a subscription or resubscribing isn't possible. QuickBooks requires an active plan for any account access, including reconciliation tasks. With that in mind, you have two main workarounds.

 

First, you can export your client's data to perform the reconciliation outside QuickBooks. Otherwise, your client can resubscribe for a single month to complete the work inside the program.

 

We'll be available for any additional questions about these options.  

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