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Level 1

I need to reconcile some old accounts...when I put in the ending date and ending $...it took me to really old stuff...not the dates I needed...help

old statement May 2019. I'm unable to get my online QB to get to the proper dates requested. Am I missing something?
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Highlighted
Level 1

I need to reconcile some old accounts...when I put in the ending date and ending $...it took me to really old stuff...not the dates I needed...help

After looking into it further...found I was in the wrong account...it's sooooo picky. :)

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QuickBooks Team
QuickBooks Team

I need to reconcile some old accounts...when I put in the ending date and ending $...it took me to really old stuff...not the dates I needed...help

I can shed some light on your reconciliation, monroe2.

 

When reconciling an account, just follow the date as to when a transaction was cleared in the actual bank. Let's make sure we choose the correct bank account then start with your oldest bank statement if you're reconciling multiple months. Then, reconcile each month separately, one statement at a time.

 

I appreciate you for going back to this thread and updating us on what happened. Since you'll already choose the correct bank account, you are now ready to reconcile your transactions. Just follow the steps and details in the Reconcile an account in QuickBooks Online article. Then, proceed to Step 2: Start your reconciliation section. 

 

Feel free to visit our Reconciliation page where you can find articles about reconciling bank accounts in QuickBooks Online (QBO).

 

I'd like to know how you get on after trying the steps in the article provided, as I want to ensure this is resolved for you. Just reply to this post and I'll get back to you. You have a good one.

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