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rose-rosariophil
Level 1

How to save a reconciliation report to pdf?

 
Solved
Best answer August 04, 2024

Best Answers
MarkAngeloG
QuickBooks Team

How to save a reconciliation report to pdf?

Welcome to the Community space, Rose. I'd gladly help you save a PDF file of your reconciliation reports from QuickBooks Online.

 

While you can't directly export reconciliation reports in QBO, I have a workaround that can help you save it as a PDF using your browser. Here's how:

 

  1. Go to the Gear icon and select Reconcile.
  2. Choose an account you want to reconcile from the dropdown menu.
  3. Click the History by account button.
  4. Find the reconciliation report you want to save and click the dropdown button next to View Report.
  5. Select Print.
  6. You'll be prompted to print the report. Change the Destination from your printer to Save as PDF.
  7. Hit Save.

 

Moreover, you can also learn how to fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

Feel free to leave a reply if you have further concerns about reconciliations in QuickBooks Online. I'll be more than happy to assist.

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1 Comment 1
MarkAngeloG
QuickBooks Team

How to save a reconciliation report to pdf?

Welcome to the Community space, Rose. I'd gladly help you save a PDF file of your reconciliation reports from QuickBooks Online.

 

While you can't directly export reconciliation reports in QBO, I have a workaround that can help you save it as a PDF using your browser. Here's how:

 

  1. Go to the Gear icon and select Reconcile.
  2. Choose an account you want to reconcile from the dropdown menu.
  3. Click the History by account button.
  4. Find the reconciliation report you want to save and click the dropdown button next to View Report.
  5. Select Print.
  6. You'll be prompted to print the report. Change the Destination from your printer to Save as PDF.
  7. Hit Save.

 

Moreover, you can also learn how to fix issues for accounts you've reconciled in the past in QuickBooks Online.

 

Feel free to leave a reply if you have further concerns about reconciliations in QuickBooks Online. I'll be more than happy to assist.

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