I am looking at a customers records that have not been reconciled since August last year. Where should I start?

Hello and welcome to the Community Forum, Irita.

We appreciate you choosing QuickBooks Online to manage your finances. We're glad you're here and ready to guide you every step of the way.

Reconciling your accounts is essential for maintaining accurate financial records. Since these records have not been reconciled since August of last year, approaching this task one month at a time will make it more manageable to catch up.

Before starting, ensure you have the PDF bank and credit card statements from August 2025 onwards. These documents are essential as they provide the ending balances and dates needed for accurate reconciliation.

To reconcile, here's how:

1. Navigate to the Transactions tab in the left-side menu, and then select Reconcile.
2. Choose the bank account you want to reconcile from the Account section.
3. Then enter the Statement ending balance together with the Statement ending date.
4. When you're ready, you can click Start reconciling..

I’m sharing this helpful article about fixing common reconciliation issues in QuickBooks: Fix bank reconciliation issues in QuickBooks. It’s a great resource to keep everything balanced and up-to-date.

Since you're reconciling your customers' records, consider exploring specialized tools for accountant users. These tools are only available to accountants who use QuickBooks Online Accountant: Use accountant tools and features.

If you have further questions or concerns, feel free to reach out. We're here to help.