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When you encounter an incorrect beginning balance during reconciliation in QuickBooks Online, especially after importing from QuickBooks Desktop, it's essential to verify these key areas.
First, review your account register to ensure that all transactions are correct and that no transactions are missing or duplicated. If there are any errors in the transactions, correct them in the register. Since this is your first reconciliation after importing, it's also important to check that all transactions are correctly matched and categorized if you're using online banking.
If the issue persists, I suggest contacting our phone or chat support. They have the tools to check your account internally and assist you further.
Here's how:
- Log into your QBO account.
- At the upper-right screen of your QBO account, click the Help icon.
- Go to Search, then enter Contact Support.
- Click on the Contact Us tab.
- Choose a way to connect with them.
Additionally, here's an article for detailed information: Fix issues the first time you reconcile an account in QuickBooks Online.
Moreover, you can visit this article for future reference about reconciliation reports: How do I view, print, or export a reconciliation report?.
Lastly, we have specialists ready to help you streamline various tasks in QuickBooks, including the reconciliation process. Our QuickBooks Live Expert Assisted service offers personalized guidance to ensure you stay organized and effectively manage your business finances.
Let us know if you need further help, the community is always open 24/7.