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lindak1119
Level 7
February 8, 2019
Question

Print previous bank reconcililation

  • February 8, 2019
  • 6 replies
  • 34 views
No text available

6 replies

David-212915
Level 5
February 8, 2019

You've come to the right place, @lindak1119. I'd be glad to help you with printing previous Bank Reconciliation reports. 

 

Here's how to print Reconciliation reports in QuickBooks Online:

 

  1. Select the Gear icon.
  2. Choose Reconcile.
  3. Click History by account.
  4. Choose the Account and Report period with the drop-down boxes on the screen.
  5. Click on the year that you need if there are multiple options.
  6. Select View report in the ACTION column.
  7. Click on the Printer icon in the upper right of the screen.

 

The following video will walk you through printing the report:

 

 

Additionally, when it comes to reconciling, I recommend the Reconcile Hub, which contains multiple articles to aide with this process, such as how to fix opening balances. 

 

I'm sure that you'll have the Bank Reconciliation reports printed in no time.

 

If I can be of further assistance with reconciling or anything else QuickBooks related, please let me know. Hope you have a good weekend.

spucctreasurer
February 18, 2019

Is there a way to do this in the desktop version?

SophiaAnnL
SophiaAnnL
Level 5
February 18, 2019

Yes, there is, spucctreasurer.

 

You can access your reports and look for the Previous Reconciliation report.

 

Like this:

  1. Click Reports at the top.
  2. Select Banking, and then choose Previous Reconciliation.
  3. Choose the account from the drop-down, select the type and the transactions you want to be displayed.
  4. Select Display.
  5. If you selected the report in PDF format, click the Print file icon at the top toolbar of the report.
  6. In the Print window, review your printer settings and click the Print button.
  7. If you chose the Transactions cleared plus any changes option, click the Print button at the top.
  8. Select Report from the drop-down.

Please let me know if you have follow-up questions on this. I'll be here to help you further.

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