cancel
Showing results for 
Search instead for 
Did you mean: 
Announcements
Get unlimited expert tax help and powerful accounting in one place. Check out QuickBooks Online + Live Expert Tax.
inperspectivehom
Level 1

Can you still reconcile a credit card account without connecting to you bank records? When I click the reconcile button it keeps taking me back to this screen?

How can you reconcile a credit card without matching to bank records?
1 Comment 1
ShyMae
QuickBooks Team

Can you still reconcile a credit card account without connecting to you bank records? When I click the reconcile button it keeps taking me back to this screen?

Yes, you can still reconcile your credit card account without being connected to online banking or matching your bank records. I'll guide you through the process.

 

Once you click the Start reconciling button, ensure to select the transactions recorded in your bank statement to proceed with the reconciliation process.

 

You can follow these steps:

 

  1. Hover over to the Transactions menu. Click Reconcile.
  2. Click the Account dropdown and pick your credit card account.
  3. Hit the Start reconciling button.
  4. Manually choose the transactions from your bank statement to proceed.

 

Please refer to the attached screenshot for visual guidance.

 



Additionally, we kindly ask for further details on what specific screen you were routed to by clicking the Reconcile button. This information will help us better understand your concerns and find potential solutions.

 

Moreover, I'm adding these additional resources to help reconcile your transactions seamlessly:

 

 

By reconciling regularly in QuickBooks Online, you'll be able to maintain accurate financial records and detect potential issues early on. Let us know if you have further clarifications. inperspective. 

Get answers fast!
Log in and ask our experts your toughest QuickBooks questions today.

Need to get in touch?

Contact us
Sign in for the best experience
Ask questions, get answers, and join our large community of QuickBooks users.
Sign In / Sign Up