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annreilly602
Level 1

When reconciling can multiple items be chosen together?

I am working in QuickBooks Online.

1 Comment 1
ShyMae
QuickBooks Team

When reconciling can multiple items be chosen together?

Yes, you can select multiple items at once when reconciling. This functionality allows you to mark several transactions as cleared simultaneously, which helps streamline the reconciliation process. I'll add a screenshot for visual reference, Ann.

 

Let's start reconciling your account and choose multiple items to clear by following these steps:

 

  1. Head to the Transactions menu, then select Reconcile.
  2. If you're reconciling for the very first time, click Get Started.
  3. Choose your preferred bank account and review the Beginning balance. Make sure the information in QuickBooks matches the one on your statement. Here's what to do if they don't match.
  4. Please enter the Ending balance and the Ending date from your statement.
  5. Once you're ready to start, hit Start reconciling.

 

Here's an example image demonstrating how to select a few items.

 


Additionally, please refer to the attached screenshot, which demonstrates how to select all items simultaneously.

 

If you're referring to something else, let me know below. I'm glad to offer further assistance.

 

Moreover, I'm thrilled to let you know that our QuickBooks Live Expert Assisted team is here to help whenever you need assistance categorizing and reconciling your transactions. With their extensive experience and dedication to customers like you, they'll provide valuable insights and best practices, ensuring your financial management is seamless.

 

Furthermore, you can run a Reconciliation report to review your work and print or export it for sharing purposes.

 

Following the steps above, you can reconcile your account and manage multiple transactions smoothly. The visuals will also help you understand and navigate the reconciliation process easily. Best wishes, Ann! 

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