Welcome to the accounting world, Becky.
Balancing your books (QuickBooks account) and actual bank register is called Reconciling. This process requires you to prepare a bank statement which has the information you need such as:
- Opening Balance
- Ending Balance
- Ending Date
- Transactions associated to the said period
Click here to see the detailed steps in setting up reconciliation and reconciling the account.
You can use this reference if you encounter issues while you're on the process: Reconcile Hub.
I bet you'll learn anything about accounting in no time. Have a great day!
