Help with checking and saving and reconciliation

You came to the right place for help with reconciling your checking and savings account QuickBooks Online, 3574.

The first thing you’ll start when reconciling an account is reviewing your opening balance. If you choose to connect your bank and credit cards to your online account, QuickBooks will automatically bring over transactions and also the opening balance for you.

Once you have the bank statement, you can then follow the steps below:

1. In QuickBooks Online, click the Gear icon ⚙ and select Reconcile. If you're reconciling for the very first time, select Get started to continue.
   
2. From the Account ▼ dropdown, select the account you want to reconcile.
3. Review the Beginning balance. Does this match what you see in your statement? If they don’t match, take a look at this article: Fix issues the first time you reconcile an account in QuickBooks Online
4. Enter the Ending balance and Ending date on your statement. This may also be called the "new balance."
5. When you're ready to start, select Start reconciling.

I'll be adding a few additional articles to help you accomplish a successful reconciliation. On the same link, you'll find a video to serve as your visual guide:

Reconcile an account in QuickBooks Online.

Learn the reconcile workflow in QuickBooks.

Please get back to me if you need anything else. I'm always here to address any setbacks you may encounter on your reconciling journey. Have a good one!

Hi, 3574.

Hope you're doing great. I wanted to see how everything is going about reconciling your checking and savings account. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I'd be happy to help you at anytime.

Looking forward to your reply. Have a pleasant day ahead!