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alexkorman
Level 1

I want to manually reconcile in bank register. How can I turn off "To keep your books in balance, you should use Reconcile (under the Gear icon) to automatically...?"

 
1 Comment 1
GianSeth_A
QuickBooks Team

I want to manually reconcile in bank register. How can I turn off "To keep your books in balance, you should use Reconcile (under the Gear icon) to automatically...?"

Hi, Alex. The message "To keep your books in balance, you should use Reconcile" is a built-in QuickBooks feature designed to ensure accurate reconciliation and cannot be manually turned off or disabled. However, you can bypass the prompt and manually reconcile your bank register by following proper reconciliation procedures.

To proceed, access the reconciliation feature:

 

    1. Go to the Gear Icon at the top right of your QuickBooks dashboard.



2. Under the Tools section, click on Reconcile.
3. Select the account you wish to reconcile and verify that the opening balance matches your bank statement.





Also, you can follow the standard reconciliation workflow without focusing on the prompt. Ensure that all transactions match the bank statement and proceed to reconcile.

 

Remember, this guidance is part of QuickBooks' efforts to maintain bookkeeping accuracy. If you encounter any challenges, you may adjust your process, such as editing transactions or excluding duplicates.

 

We're here to help you along the way. Let us know if you have questions.

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