Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
Connect with and learn from others in the QuickBooks Community.
Join nowThank you for posting in the Community, @edistefano.
I can help share some insights about bank reconciliation in QuickBooks.
In QuickBooks Desktop, once the transactions are downloaded from the bank, you can add/approve to reconcile it directly.
There are instances wherein you need to review the transactions in QuickBooks first if it's a possible match. If it's not, you'll have to select another existing transaction before doing the reconciliation.
I'm including some related articles below for more information about handling and reconciling transactions.
Add and match Bank Feed transactions
Reconcile in QuickBooks Desktop
This should help guide you in the right direction. Please let me know if you have additional questions about bank reconciliation. I'll be here to help.
I already matched and accepted the transactions, but when I go to do the bank rec I still have to "mark" each transaction to show it cleared... doesn't qb already know it cleared because I downloaded it from the bank ?
Thanks for getting back to us, edistefano,
Let me share some insights about about downloaded transactions marked as cleared in QuickBooks Desktop (QBDT).
In the bank feeds, once you download transactions, QuickBooks helps you match the transactions in it to the ones in QuickBooks.
However, upon starting to reconcile your online account, the matched transactions are not marked as cleared in the Reconcile window.
Moreover, you can mark them as cleared as a group, since you have already reviewed them once. Here's how:
That's it! For future reference, I've attached a helpful article: Fix reconciliation Discrepancies.
Feel free to visit us again if you have further questions in reconciling your account, I'm always here to help. Have a great day!
You have clicked a link to a site outside of the QuickBooks or ProFile Communities. By clicking "Continue", you will leave the community and be taken to that site instead.