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Level 1

Reconciliation in online mobile app?

Is it possible to do reconciliation in the mobile app for QuickBooks Online on my iPhone?


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QuickBooks Team

Reconciliation in online mobile app?

You can reconcile using the desktop app or through a browser, Lauberge.

 

At this time, reconciling your bank accounts using the QBO mobile app is not available. You'd have to use either a browser or desktop app to do this task. It would be best to send this idea to our developers. You can share your thoughts and suggestions about QuickBooks Online by visiting our feedback site: https://feedback.qbo.intuit.com/.

 

Once you're logged on to QBO, you can follow these steps to reconcile an account:

  1. Click the Gear icon at the top.
  2. Select Reconcile.
  3. Click Reconcile Now, and then select the bank account you want to reconcile.
  4. Confirm the beginning balance on your statement matches the beginning balance in QuickBooks Online.
  5. Enter the statement Ending balance and Ending date.
  6. Select Start reconciling.
  7. After reviewing all the transactions listed on your bank statement, look at the difference at the top of the Reconcile window.
  8. If it's zero, click Finish now from the drop-down at the top right.

I'll be right here if you need a hand with this. Thanks for dropping by.

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