You’ll need to ensure that the paid bills are recorded accurately and associated with the correct account so they appear on the reconciliation page, Paula.
To do this, let's first verify the payment account by confirming that the bills were paid from the same bank account you are reconciling. Here’s how:
- In the left menu, go to My Apps and select Expenses and Bills.
- Click Expenses, locate the paid bill, and open the transaction.
- Check that the correct bank account is selected in the Payment account field.
From there, verify that the payment date falls within the reconciliation start and end date range, as transactions outside this range will not appear on the reconciliation page.
Please note that only cleared transactions appear on the reconciliation page. If a payment hasn’t been marked as cleared, it won’t show up. You can check and update the cleared status as follows:
- Click the Gear icon at the top, then select Chart of Accounts.
- Find the bank account you’re reconciling and click View register under the Action column.
- Locate the payment in the register.
- In the column with a checkmark, verify that the transaction is marked as cleared (indicated by a "C"). If it’s not cleared, click in the column to update its status.
Let me know if you have any additional questions or need further assistance. We’d be happy to help.
