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Level 1

How do I start fresh reconciling accounts?

Hello,

 

My boss is wanting to start using Quickbooks for keeping track of his books. Previously he has used it for keeping track of his customers and employees payroll but now wants to use it for all AP as well. He previously has done all his books by hand but is having me get all of his books straight for 2020. I have been entering transactions for this year using bank feeds and have started to reconcile January of 2020. However, it shows all transactions from 2013 to now. How do I clear everything from 2013-2019 out of the reconciliation screen so that it only shows 2020 transactions? Is that possible without deleting them completely? We need to keep these records but it's also not worth reconciling all the years' past.

Thanks.

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QuickBooks Team

How do I start fresh reconciling accounts?

Hi waylon!

 

The transactions prior to 2020 will always show up until they are marked as reconciled. Therefore, I would suggest reconciling them first. You can do a monthy reconciliation if you're sure that they matched your client's bank transactions, just to have them reconciled.

 

If you have more questions, please don't hesitate to go back to this thread.

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