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cgifford
Level 1

Trying to reconcile checking account and a screen pops up saying Match the books to the bank records. How do I get past it. and I can't get past it?

Trying to reconcile checking.   After clicking on reconcile now, a screen pops up that says  "March the books to the bank records"  How do I get past it to reconcile the next month?
1 Comment 1
CarlSJ
QuickBooks Team

Trying to reconcile checking account and a screen pops up saying Match the books to the bank records. How do I get past it. and I can't get past it?

Welcome to the Community, Gifford. I can assist you in bypassing this message to help you reconcile your checking account in QuickBooks Online (QBO).

 

Let's ensure that your checking account is connected to your QBO account to make reconciliation easier. Then, click the Get Started button to bypass the message "Match the books to the bank records" and proceed with the reconciling.

 

Here's a screenshot for reference:

 

Get Started.png

 

I've also attached this article as your guide to begin the reconciliation process: Reconcile an account in QBO.

 

For future reference, you can utilize this article to view a reconciliation report to ensure the accuracy of financial data: How do I view, print, or export a reconciliation report?

 

I'll be here for any additional queries regarding reconciling the checking account. I'll be glad to lend a hand.

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