You've reached the right place for help, lsaheim.
Let's start by reviewing the opening and beginning balances in your QuickBooks Online (QBO). This is to verify which side has the correct balances.
Once you found out that they're accurate, you can ask your accountant to perform some basic troubleshooting steps so the updates will sync on his/her end when opening the reconciliation.
Here are the steps:
Use a private browser or incognito window. This is a good place to start the troubleshooting since this type of browser doesn't store cache which can be one of the causes for such behavior. You can refer to the following keyboard shortcuts below:
- Google Chrome: Ctrl + Shift + N
- Microsoft Edge: Ctrl + Shift + P
- Firefox: Ctrl + Shift + P
- Safari: Command + Shift + N
If it works, close out the private window and clear the cache on the regular browser. This will remove previously-stored browsing data that might have caused the issue.
Otherwise, you can try other supported browsers to help narrow down the cause of this behavior.
For the actual reconciliation process, please view this article: Reconcile an account in QuickBooks Online. Here you'll find the steps for the process, as well as screenshots for easy reference.
You can have this article handy so you'll know how to resolve reconciliation problems: Fix issues when you're reconciling accounts in QuickBooks Online.
The Community is always open if you have other questions about reconciliation. I'll be around to help. Wishing you a great day ahead.
