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Let me help you manage your two bank accounts in QuickBooks @TrickyRicky. That way, your transactions are well organized and accurate at all times.
You can merge your two checking accounts in QuickBooks Online (QBO). Before that, here's some information you need to know:
Once confirmed, you can follow the steps below:
For more information, see this link: Merge duplicate accounts, customers, and vendors in QuickBooks.
When reconciling, you'll need to have the two bank statements to reconcile them seamlessly.
Visit these articles below on how to personalize your chart of accounts and fix some reconciliation error in QBO:
If you additional concerns about banking, feel free to mentioned my name in the comment section. I'm always available to answer your questions. Take care.
Let me help you manage your two bank accounts in QuickBooks @TrickyRicky. That way, your transactions are well organized and accurate at all times.
You can merge your two checking accounts in QuickBooks Online (QBO). Before that, here's some information you need to know:
Once confirmed, you can follow the steps below:
For more information, see this link: Merge duplicate accounts, customers, and vendors in QuickBooks.
When reconciling, you'll need to have the two bank statements to reconcile them seamlessly.
Visit these articles below on how to personalize your chart of accounts and fix some reconciliation error in QBO:
If you additional concerns about banking, feel free to mentioned my name in the comment section. I'm always available to answer your questions. Take care.
Michelle,
Thank you for your quick and detailed response.
I'm now on to a new question. Is it possible to delete a batch of transactions especially in the Checking account? I have six years of them and I want to clean it up.
Thank You ~ Rick
Thank you for getting back to us, TrickyRicky.
It's a great idea to be able to erase multiple transactions in your register at once. But right now, you can only delete one transaction at a time.
You can also look for third-party application that can help you delete multiple transactions. Use this link to find one: QuickBooks Apps.
I'm also adding this article to guide you in reconciling an account in QuickBooks Online.
Please reach us again if you have any further questions concerning QuickBooks Online transactions. I'll be there to assist you. Have a lovely day!
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