cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Not applicable

Has anyone had an issue with imputing transactions but are unable to see them when you reconcile

 
1 Comment
QuickBooks Team

Re: Has anyone had an issue with imputing transactions but are unable to see them when you reconcile

Hey there, @tmurphy.

 

I’d be happy to help you make your transaction show when reconciling.

 

There are two things you need to verify before reconciling your account.

 

First, you need to verify if the transaction you entered is marked as “C” or Cleared. Here’s how:

  1. On the left panel, click on Accounting.
  2. Click on the Chart of Accounts tab.
  3. Select the transaction.
  4. Under the Reconciliation status column (indicated with a checkmark), click on the box until it is marked with “C”.
  5. Click on Save.

Next, let's make sure the transaction date isn't beyond the reconciliation end date. If in case it's beyond the end date, just click on “Save for later” and choose "Close without saving." This way, you'll get the option to start over from your reconciliation and include the transactions in question.

 

Feel free to read this article for more information: How to Reconcile Accounts?

 

Please let me know in the comment section below if you have any other concerns. I’ll be more than happy to help you.