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I have 2 businesses that we would like to keep in separate Enterprise desktop accounts. We would prefer not to use the Class option. How do I reconcile the bank statement and credit card if the two companies share these?
Good to see your post here, katherineh0912.
I'm here to guide you on how to reconcile two companies that share bank statements and credit cards in QuickBooks Desktop Enterprise.
In your case, you'll want to create a backup of the main company and restore it to the second company to import the data.
To create a backup, here's how:
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To restore a backup, here's how:
Learn more about the process of restoring your file through this article: Restore your file.
Once done, you can go on and start reconciling your account. Feel free to visit this guide when reconciling your account: Reconcile an account in QuickBooks Desktop.
You may find this article helpful in case your accounts in QuickBooks Desktop don't match your bank statements at the end of reconciliation: Fix issues when you're reconciling in QuickBooks Desktop.
You might find the following articles helpful to learn more about how Bank Feeds work in QuickBooks Desktop:
For more questions, while reconciling, just drop me a reply below. I'm always here to help. Have a good day ahead.
How do I reconcile bank statements for 2 customers. Do I have to have a different user for each customer?
Hello there, Say1.
To make sure we're on the same page, are you trying to access your customer's account and want to reconcile your customer's books? I hope you can provide me with more details so I can provide you with the correct process for what you'll have to do.
Anyway, if there's anything else you need help with, let me know so I can get back to you as soon as possible.
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