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moralshell
Level 2

How do I clear out old transactions in my bank reconciliation from years ago?

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ataylor32
Level 1

How do I clear out old transactions in my bank reconciliation from years ago?

How do you reconcile something that was cleared early in the bank statement, but you cannot change the date because it connects to payroll?

jeanbiverly_
QuickBooks Team

How do I clear out old transactions in my bank reconciliation from years ago?

I'm here to help you with the reconciliation process, @ataylor32

 

If you can't change the date of a cleared transaction because it's linked to payroll, you'll need to remove the Date filter to view all your transactions. This will help you reconcile them and match your bank statement. 

 

Here's how:

 

  1. Go to the Transactions menu.
  2. Select Reconcile.
  3. From the Account dropdown, select the account you want to reconcile. 
  4. Click on the Resume reconciling button.
  5. In the Reconcile [account name] page, click the Clear filter or View all option. You can also filter the Date to All
  6. Manually locate the transaction and put a checkmark next to the amount to mark it as reconciled.

 

Once you've completed these steps, you can continue reconciling your account. For more detailed guidance, visit this article: Reconcile an account in QuickBooks Online (QBO).

 

Just in case QBO doesn't match your bank statement at the end of the reconciliation, you can check out this article for steps to fix it: Fix issues at the end of a reconciliation in QBO.

 

You can always get back to this thread if you have other concerns besides reconciliation. The Community has got your back.

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