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Is there a way to add "reconcile" to icon bar

 
Solved
Best answer 06-30-2019

Accepted Solutions
QuickBooks Team

Re: Is there a way to add "reconcile" to icon bar

Glad to have you here in the Community, @LLChappell.

 

Let's first open the Reconcile window so you can add it to your icon bar. Allow me to guide you through the steps.

  1. Go to the Banking menu at the top.
  2. Select Reconcile.AddReconcileToIconBar1.PNG
  3. Enter the Ending Balance in the Begin Reconciliation window.
  4. Click Continue.AddReconcileToIconBar2.PNG
  5. Once the Reconcile window is open, go to the View menu at the top.
  6. Choose Add "Reconcile" - [Bank or Credit Card Account] to Icon Bar.AddReconcileToIconBar3.PNG
  7. Click OK.AddReconcileToIconBar4.PNG

 

After that, you can directly see the Reconcile window on the new shortcut icon (see the screenshot below). 

 

AddReconcileToIconBar5.PNG

 

Also, you can always click the Reconcile icon under the Banking section on the Home page. Please see the screenshot below for your future reference.

 

ReconcileButton.PNG

 

In case you want to reconcile your account in the future, you can perform the steps through this article: Reconciliation Process. If you encounter discrepancies while reconciling your account, feel free to check out this article on how to fix them: Resolve Reconciliation Discrepancies

 

I'll be right here to help if you have other concerns, @LLChappell. Have a great day and see you around!

2 Comments
QuickBooks Team

Re: Is there a way to add "reconcile" to icon bar

Glad to have you here in the Community, @LLChappell.

 

Let's first open the Reconcile window so you can add it to your icon bar. Allow me to guide you through the steps.

  1. Go to the Banking menu at the top.
  2. Select Reconcile.AddReconcileToIconBar1.PNG
  3. Enter the Ending Balance in the Begin Reconciliation window.
  4. Click Continue.AddReconcileToIconBar2.PNG
  5. Once the Reconcile window is open, go to the View menu at the top.
  6. Choose Add "Reconcile" - [Bank or Credit Card Account] to Icon Bar.AddReconcileToIconBar3.PNG
  7. Click OK.AddReconcileToIconBar4.PNG

 

After that, you can directly see the Reconcile window on the new shortcut icon (see the screenshot below). 

 

AddReconcileToIconBar5.PNG

 

Also, you can always click the Reconcile icon under the Banking section on the Home page. Please see the screenshot below for your future reference.

 

ReconcileButton.PNG

 

In case you want to reconcile your account in the future, you can perform the steps through this article: Reconciliation Process. If you encounter discrepancies while reconciling your account, feel free to check out this article on how to fix them: Resolve Reconciliation Discrepancies

 

I'll be right here to help if you have other concerns, @LLChappell. Have a great day and see you around!

BRC
Established Community Backer ***

Re: Is there a way to add "reconcile" to icon bar

Yes, this is easy to do. With the reconcile window open, click View | Add "Reconcile - ...." to Icon Bar.

 

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