Learn the reconcile workflow in QuickBooks
by Intuit•8• Updated 2 weeks ago
Just like balancing your chequebook, you need to regularly review your accounts in QuickBooks. You need to make sure the amounts match your real-life bank and credit card statements. This process is called reconciling (or a reconciliation).
Use this guide anytime you need help doing or fixing a reconciliation. If you’re new to reconciliations or need more help, reach out to your accountant. This can get tricky and they know how to handle the next steps. Don't have an accountant? We can help you find one.
We're here to help
If you have questions about reports or need help customising and using them, let us know. Sign in to QuickBooks and start a discussion with a qualified QuickBooks Online expert in our community.
Sign in now for personalized help
See articles customized for your product and join our large community of QuickBooks users.