Does anyone know how to clear out payments and/or charges in a reconciliation window from previous periods (office manager's) that you don't need to reconcile??
Unreconciled transactions will show up in the Reconciliation window as long as they fall within the statement's end date. The only option to remove them from that window is to delete the transactions. However, we highly recommend reaching out to your accountant before doing that since they're already added to your register and are part of the account's balance.
Let me share these articles for additional guidance and reference:
Unreconciled transactions will show up in the Reconciliation window as long as they fall within the statement's end date. The only option to remove them from that window is to delete the transactions. However, we highly recommend reaching out to your accountant before doing that since they're already added to your register and are part of the account's balance.
Let me share these articles for additional guidance and reference:
Hope you’re doing great. I wanted to see how everything is going about removing unreconciled transactions. Was it resolved? Do you need any additional help or clarification? If you do, just let me know. I’d be happy to help you at any time.
Looking forward to your reply. Have a pleasant day ahead!
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