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I appreciate you for sharing a screenshot of the details you'd like to modify, ed.cottle45. I'm here to provide the steps to update the Reconciled by section.
The email address that is shown in the Reconciled by field can be edited in the Manage users window. It is the name used by the person who reconciled the account. I've added the steps below to change it:
Once done, refresh the page to make sure the changes are applied. Then, pull up the Reconciliation report to check if the details have been changed.
Additionally, we've deleted the image you provided to keep your info secure. Your security is our utmost priority.
Finally, I've added this resource to help you determine how to save a copy of the report: View, Print, or Export a Reconciliation Report.
Please keep me posted on how it goes, ed.cottle45. My main goal is to ensure I can provide all the assistance you need.
Good day, Ed.
I want to ensure that the information I'll be providing fixes your concerns. With that, were you referring to the user's name on the Reconciliation report?
I'd also appreciate it if you could share a screenshot of the page you see.
I'll keep an eye on your response.
Yes. I am referring to the user's name on the Reconciliation report. I can't seem to find where to change that user ID. It is likely that I'm logged in using that user ID. However, the User ID I have available doesn't list that name that is shown. Where should I be looking to correct that?
Here is a screenshot of the report header.
Thanks!
[PII on image removed]
I appreciate you for sharing a screenshot of the details you'd like to modify, ed.cottle45. I'm here to provide the steps to update the Reconciled by section.
The email address that is shown in the Reconciled by field can be edited in the Manage users window. It is the name used by the person who reconciled the account. I've added the steps below to change it:
Once done, refresh the page to make sure the changes are applied. Then, pull up the Reconciliation report to check if the details have been changed.
Additionally, we've deleted the image you provided to keep your info secure. Your security is our utmost priority.
Finally, I've added this resource to help you determine how to save a copy of the report: View, Print, or Export a Reconciliation Report.
Please keep me posted on how it goes, ed.cottle45. My main goal is to ensure I can provide all the assistance you need.
This was the solution I needed. I've updated the information and the report is showing the correct user information now. Thank you for the solution!!
I'm glad to know the steps I've provided help you in updating the report, ed.cottle45.
If you have other QuickBooks tasks that need assistance, please don't hesitate to get back on this thread or start a new one. I'm always here to help you out.
Keep safe always!
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