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Join nowThanks for contacting the QuickBooks Community, g-cody-weber.
When reconciling bank account in QuickBooks Online, compare the transactions in QuickBooks with the ones on your bank account, so you'd able to reconcile.
On the Reconcile page, you'll see all the transactions that you've entered into QuickBooks for the selected period. Using your bank statement, tick off all the transactions in QuickBooks, that is listed on your statement.
Once the process is done, you'd now able to reconcile.
For further help when reconciling, you can take a look at these articles:
Post again in the community if there's anything else you need when reconciling. I'm always here and ready to help. Have a great day!
So the issue is that I have gone through both the QB Bank register page and compared it to my bank statement AND the reconciling report page to compare it and all the transactions align but it will not equal zero. Yes, the date on statement ending are also correct.
The problem is that on both my QB register and the QB reconciling page all the transactions line up... but it is still saying a $740 difference and not letting me finalize the reconcile. Also, the statement ending date and opening balance are all correct. Again, because I have reconciled everything with my bank statements.
Hello there @g-cody-weber,
It seems like your QuickBooks Online account needs to be check. Therefore, I recommend contacting either our QuickBooks Support or an accountant to help you check with that concern. Let me walk you through the steps on how to reach out to our QuickBooks support. Here's how:
I've also added an article in case you'll need help on how to view, export, and print your reconciliation report, refer to this link for the steps: How do I view, print, or export a reconciliation report in QuickBooks Online.
Fill me in if you need more help by leaving a comment below. I'll be around in the Community to help. Take care and have a great day!
I have tried to connect with the messaging platform numerous times and it has yet to connect me to an agent. It remains at "You will be connected in 5 minutes". Any other advice?
I appreciate you for going through the steps provided by my colleague above, @g-cody-weber.
Please know that this is not the kind of customer service we want you to experience. Rest assured, one of our agents will get in touch with you. I'd recommend checking our Support hours page and contact them again at the time convenient to you.
Additionally, I got you this article that you can use for reference: Reconcile an account in QuickBooks Online. This link provides detailed steps and information in reconciling your accounts accurately.
In case you have other questions with your QuickBooks Online (QBO) account, you can always tag me in. I'm always here ready to help you.
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