Want your books and bank accounts to perfectly match? Let's reconcile! Think of it as a quick check-up for your finances. You'll grab your statement, compare it to what's in QuickBooks, and make sure everything's accounted for. When it all matches, you'll have peace of mind knowing your numbers are accurate.
Ready to see how it's done? For a quick start, check out these resources for all the info you'll need:
Reconcile an account in QuickBooks Online - Learn how to reconcile your accounts so they always match your bank and credit card statements.
Fix issues the first time you reconcile an account in QuickBooks Online - Learn how to review your beginning balance and look for issues for accounts you haven't reconciled before
Community Chatter: Common reconcile issues within QuickBooks Online - Got questions? This video has you covered with answers to all the most common reconcile issues from community users like you.
How do i view, print, or export a reconciliation report? - Learn how to troubleshoot reconcile issues with reconciliation reports
Undo or remove transactions from reconciliations in QuickBooks Online - If you’ve reconciled a transaction by mistake, we’ll show you how to remove individual transactions from the reconciliation so you can keep your books balanced.
Bonus resource:
Enter and manage opening balances in QuickBooks Online - Learn how to enter and manage an opening balance for bank, credit card, and other types of accounts.
