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cathy-deugen-com
Level 1

Can I start a Bank Reconcilement - in the middle of the month using the online balances - perform a partial recon - then start if up again the next day without " finish?

 
1 Comment 1
Charies_M
Moderator

Can I start a Bank Reconcilement - in the middle of the month using the online balances - perform a partial recon - then start if up again the next day without " finish?

I'm glad you ask, cathy-deugen-com.

 

To answer your question whether you can perform a partial reconciliation then start up again the next day, is yes. It is possible. You'll just need to the select Save for later option.

 

Here's how:

 

  1. Go to Accountant then choose Reconcile.
  2. Select the account you want to reconcile.
  3. Start reconciling.
  4. Once done. click Save for later.

When you decide to resume just follow the steps below:

 

  1. Go to Accountant then choose Reconcile.
  2. Select the account you want to reconcile.
  3. Then just click on Resume reconciling.

In addition to that, you visit these links about reconciliation in QBO:

 

You can always count me in if you need more assistance with the reconciliation process in QBO. It will be my pleasure to help. Have a lovely day ahead.

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