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ProMach
Level 2

Credit Card Reconcile

Does anyone know how to clear out payments and/or charges in a reconciliation window from previous periods (office manager's) that you don't need to reconcile??  

 

Solved
Best answer May 06, 2021

Best Answers
JenoP
Moderator

Credit Card Reconcile

Hi there, ProMach.

 

Unreconciled transactions will show up in the Reconciliation window as long as they fall within the statement's end date. The only option to remove them from that window is to delete the transactions. However, we highly recommend reaching out to your accountant before doing that since they're already added to your register and are part of the account's balance. 

 

Let me share these articles for additional guidance and reference: 

 

 

Please don't hesitate to reach out to us again if you need anything else. I'd be glad to jump right back and help you again. ​​​​​​​

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2 Comments 2
JenoP
Moderator

Credit Card Reconcile

Hi there, ProMach.

 

Unreconciled transactions will show up in the Reconciliation window as long as they fall within the statement's end date. The only option to remove them from that window is to delete the transactions. However, we highly recommend reaching out to your accountant before doing that since they're already added to your register and are part of the account's balance. 

 

Let me share these articles for additional guidance and reference: 

 

 

Please don't hesitate to reach out to us again if you need anything else. I'd be glad to jump right back and help you again. ​​​​​​​

JenoP
Moderator

Credit Card Reconcile

Hi ProMach,

 

Hope you’re doing great. I wanted to see how everything is going about removing unreconciled transactions. 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 any time.

 

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

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