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sandieqb
Level 1

How can I see when the last time I reconciled my American Express account in QBO?

 
2 Comments 2
SterlingD
QuickBooks Team

How can I see when the last time I reconciled my American Express account in QBO?

Hello, @sandieqb.

 

Thanks for reaching out to the Community about how to see the last time you reconciled an account. I'm here to explain how to accomplish this.

 

QuickBooks Online maintains a log of each financial transaction as it is added, changed, or deleted. The Audit Log serves as an audit trail that lets you see exactly what changes were made, and who made them.

 

You can use the Audit Log to research changes made to individual or multiple transactions. Information you'll find includes:

  • the date of the change
  • the name of the user who made the change
  • the type of change or event
  • the name of a customer or vendor related to the change
  • and any original transaction date and amount

In addition, for most transactions or events, you can select View in the History column to open the Audit History, detailing changes to an individual transaction or event.

 

To access the Audit Log:

  1. Select the Gear icon on the Toolbar.

  2. Under Tools, select Audit Log.

  3. Select the Filter button.

  4. Use the fields on the Filter panel to choose the appropriate UserDate, or Events filter to narrow the results.
  5. Select Apply.

The Audit Log shows 150 records at a time. If you have more records, you can select Previous or Next to move between pages of records.

 

For more information on the Audit Log, click here.

 

This will allow you to view the last time that account was reconciled. Please remember, I'm always here for any other questions or concerns.

vpcontroller
Level 11

How can I see when the last time I reconciled my American Express account in QBO?

@sandieqb @SterlingD 

 

Easy. Go to the American Express Credit Card Register. You will see reconciled through date. See screenshot below.
From the left Dashboard, select Accounting > Chart of Accounts > select account in question > click "View Register" under Action column.

 

reconciled_date.PNG

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