Attempting to reconcile bank account. When I select the account, instead of QBO requesting date and amount, the only option is "resume reconciling".

sflaa1 · ‎August 07, 2021

After clicking "resume reconciling" the next window does not show the transactions in the account for the month I am reconciling. I went manually to Accounting/Chart of Accounts, and removed the reconcile status - which was C and now is blank. Retried reconcile - same result. It will not let me reconcile the account. I have reconciled other accounts, but this one will not reconcile.

JessT · ‎August 07, 2021

Hi sflaa1,

Thanks for posting about your reconciliation. Let's work together to find out why you can't see your transactions.

If you're still seeing the Resume Reconciling option right now, just click on it. Then, on the Reconcile page, you'll want to click on Edit info and enter the Ending date of the month you're reconciling. In addition, you'll want to clear any filters and click All to see all your payments and deposits.

The keys here are to enter the correct ending date and remove any filters unless there is an issue that we need to check further.

Let me know how everything goes. I want to be sure you can move on from reconciliation so you can focus on your business.

View solution in original post

JessT · ‎August 07, 2021

Hi sflaa1,

Thanks for posting about your reconciliation. Let's work together to find out why you can't see your transactions.

If you're still seeing the Resume Reconciling option right now, just click on it. Then, on the Reconcile page, you'll want to click on Edit info and enter the Ending date of the month you're reconciling. In addition, you'll want to clear any filters and click All to see all your payments and deposits.

The keys here are to enter the correct ending date and remove any filters unless there is an issue that we need to check further.

Let me know how everything goes. I want to be sure you can move on from reconciliation so you can focus on your business.

sflaa1 · ‎August 09, 2021

Thank you JessT. This was exactly the solution to my problem. I'm filing this away for future reference should it happen again. Not sure what caused it, but doesn't matter - problem solved. Thanks again, Steve

Candice C · ‎August 09, 2021

Hey there, @sflaa1.

Thanks for reaching back out and letting us know how it went.

I'm so glad that my colleague was able to get you squared away with your reconcile. We appreciate you coming here with your question.

If there's any other questions or concerns, don't hesitate to ask. I'm only a post away if you need me. Have a fantastic week!

Topics

Training

Community

Resources

Attempting to reconcile bank account. When I select the account, instead of QBO requesting date and amount, the only option is "resume reconciling".