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M
martin3
December 11, 2018
Question

Finding previous bank reconciliations

  • December 11, 2018
  • 3 replies
  • 3 views
how can I access prior bank reconciliation reports

3 replies

NOT MY USER ID
NOT MY USER ID
Level 5
December 11, 2018

Pro allows you to access only 1 previous reconciliation report (Premier allows access to all).  A possible workaround is to make a backup first, then undo each reconciliation (opening and saving each previous reconciliation as you go) until you get to the one after the one you need, then open that previous reconciliation and save it.

Going forward, you should always save your reports as PDFs.

    G
    Gman1220
    February 27, 2019

    Does Premier allow you to print prior years Bank Recs and if so, how many years can you go back?

    Angelyn_T
    Angelyn_TModerator
    Moderator
    February 27, 2019

    Hello there, @Gman1220.

     

    Allow me to join the thread and help share additional information about printing previous bank reconciliations in QuickBooks Desktop (QBDT).

     

    QuickBooks Desktop Pro only allows you to access the last reconciliation report created. However, QuickBooks Desktop Premier, Accountant and Enterprise give you access to the last 120 previous reconciliation reports. 

     

    To view the previous reconciliation report:

     

    1. Go to Reports at the top menu bar.
    2. Select Banking.
    3. Click on Previous Reconciliation.
    4. In the Select Previous Reconciliation Report window, choose the appropriate Account and the Statement Ending Date.
    5. Choose the Type of Report.
    6. Choose the type of transactions to include in the report.
    7. Click Display.

    To learn more, you may check this article: View previous bank reconciliation reports.

     

    Please let me know if you have any other concerns about previous bank reconciliation, I'll be right here to help you. Have a great day ahead!

      Rustler
      Rustler
      Level 15
      December 11, 2018

      Another work around is to take a back up of the file to a friend who has premier (same year or higher), premier can open the past recons in pro, then print them to pdf and take them with you on a usb stick.  Then as Memere says, in the future print to pdf when you finish the recon

      qbteachmt
      qbteachmt
      Level 11
      December 11, 2018

      You don't need to Print to pdf. You save as pdf. You can Display the reports, then Save them while you have them.

      G
      Gman1220
      February 27, 2019

      How far back can you print bank Recs with Premier? Is it just one year or multiple?

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