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Can I save the Bank Reconciliation to a file?

 
Solved
Best answer 09-21-2019

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Moderator

Re: Can I save the Bank Reconciliation to a file?

Hello, BrianACO.

Welcome to the Community. Let me help you go over to your reconciliation and save it.

 

Each time you finish reconciling, QuickBooks Online automatically generates a reconciliation report for that session. You have the option to save the report as PDF or print it.

 

Here's how:

 

  1. Click Reports in the left panel.
  2. Search and look for the Reconciliation Report in the search field.
  3. Choose the bank and filter the date.
  4. Click the report to open and hit the Print icon
  5. You can save it as PDF or print it.

    z.PNG

     

You may find this article helpful: How do I view, print, or export a reconciliation report?

 

For account-related discussion, feel free to reach out to our QuickBooks Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Please ping me out if you have any other concerns about reconciliation. I'll be around to help.

3 REPLIES 3
Moderator

Re: Can I save the Bank Reconciliation to a file?

Hello, BrianACO.

Welcome to the Community. Let me help you go over to your reconciliation and save it.

 

Each time you finish reconciling, QuickBooks Online automatically generates a reconciliation report for that session. You have the option to save the report as PDF or print it.

 

Here's how:

 

  1. Click Reports in the left panel.
  2. Search and look for the Reconciliation Report in the search field.
  3. Choose the bank and filter the date.
  4. Click the report to open and hit the Print icon
  5. You can save it as PDF or print it.

    z.PNG

     

You may find this article helpful: How do I view, print, or export a reconciliation report?

 

For account-related discussion, feel free to reach out to our QuickBooks Support.

 

  1. Sign in to your QuickBooks Online Company.
  2. Click (?) Help at the upper right corner.
  3. Select Contact US on the pop-up.
  4. Enter a brief description of your concern then hit Continue.
  5. Click Get a callback.
  6. Enter your contact information.
  7. Select Call me.

Please ping me out if you have any other concerns about reconciliation. I'll be around to help.

Not applicable

Re: Can I save the Bank Reconciliation to a file?

Thanks

Moderator

Re: Can I save the Bank Reconciliation to a file?

You're always welcome, BrianACO.

 

You know where to find me if you ever need help again in the future. 

 

The Community is always in your corner. Have a good one.