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Join nowI'll be happy to help with reconciling your credit card account, veronica-alweiss.
When connecting a credit card account, we'll have to match all downloaded transactions from your banking. That way, those transaction will be added to your register and will be mark as cleared. For the detailed steps, you can check this article: Match and categorize bank transactions in QuickBooks Online.
In addition, it's not necessary to mark the transaction as cleared since you're in the process of reconciliation already. Just make sure that it's included on your credit card statement to avoid discrepancies.
You can read these guides to learn more how to reconcile your accounts in QuickBooks Online:
Please comment below if you have more questions. Have a great day!
Alex,
This didn't work. In addition I was on the phone for SEVEN HOURS STRAIGHT with THREE different customer care "Help" support team members at Quickbooks Online. Each one of them didn't know what they were doing and made whatever problem is going on with the software much much worse. Total nightmare and still is.
Good morning, @veronica-alweiss.
This isn't what we want you to experience. I'd like to ask a few questions to get a better understanding.
If you can leave me a Reply with these answers, even with screenshots of messages, I would be able to assist you better.
In the meantime, I'd like to give you a few key differences between a Cleared transaction and Reconciled transaction. QuickBooks transactions report may display a C, R, or nothing in the CLR column of the report, or the Register. C means cleared and R means reconciled. Here's the difference between the two:
That's all for now. I'll keep an eye out for your response. Talk to you soon!
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