How to download bank account reconciliations?

Hi there, @gjwlanalytics. We can download the reconciliation report and send it to your auditor. I'll be happy to guide you through the process. 
 

QuickBooks Online will generate a reconciliation report automatically every time you reconcile your accounts. This statement provides a comprehensive overview of the starting or ending balance, with all lists of cleared or uncleared transactions. It makes it easy to keep track of your financial transactions, ensuring that everything is accurate. 

To download the reconciliation reports for your bank account, you can follow these simple steps:

1. Go to the Reports menu in the left navigation panel, then type in Reconciliation Reports in the search bar. 
2. Choose your preferred account and the reporting period for the reconciliation. 
3. Click View Report, then hit the Print icon to download it. 

Please see the attached screenshot for visual reference.

For additional reference, here are informative resources you can read to help you in managing your accounts and past reconciliations:

• Learn the reconciliation workflow. 
• Fix issues for accounts you've reconciled in the past. 
• Fix issues at the end of a reconciliation. 

After following the steps mentioned above, you can download your reconciliation and send it to your auditor.  If you need further help with this, I'm always here to provide any assistance. Have a wonderful day, and take care!

Hi @gjwlanalytics,

Hope you’re doing great. I wanted to see how everything is going about downloading the bank account reconciliation you had the other day. 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!