credit card reconciliation

Hi there, nlh.

Thanks for turning to the Community for support. I'm here to provide some info so you're able to successfully reconcile your credit card account in QuickBooks Online.

You'll need to make sure the opening (starting) balance is correct before you begin. Here's how you can view it and make any changes if necessary:

1. Go to Settings ⚙, then Chart of accounts.
2. Find the account on the list.
3. Choose View register.
4. Search for the opening balance entry. It should have "Opening Balance Equity" in the Account column.
5. Take note of the date and balance.

I'm linking a couple of articles that I believe you'll find helpful:

• Fix issues for accounts you've reconciled in the past in QuickBooks Online
• Fix issues the first time you reconcile an account in QuickBooks Online

With this info you'll be able to pick right back up with the reconciliation to make sure the account transactions are accurate and organized. Please feel free to reach back out if you have any other questions.

No, I really did not get all of the information that I needed.  I had already searched and read the articles that you attached, but they were too generic and did not fully answer my question.  I have an accountant who is a QBO "expert" and is also regularly "too busy" to assist, so I just keep trying to wade through QBO on my own.  Have to say, QBO is a nightmare and I usually have to look for youtube articles to find what I need.  Desktop was so much easier to use.  I am currently looking at other, more comprehensive applications that would address basic small business items like work orders, for example.

But regarding the reconciliation, I do not want to make a bigger mess of what I already have, so will probably wait until taxes are done and try to reach accountant again.