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shop.snsons
Level 1

Reconciling for the 1st time-my customers entire invoice is not showing up on the QB reconciliation. The labor shows but not parts so the deposits don't match acct??

 
1 Comment 1
MaryGraceS
Moderator

Reconciling for the 1st time-my customers entire invoice is not showing up on the QB reconciliation. The labor shows but not parts so the deposits don't match acct??

Hi there, @shop.snsons.

 

Thank you for posting in the Community. Allow me to help share some insights about the reconciling in QuickBooks Online.

 

 The reconciliation page allows you to compare the beginning balance and transactions listed in your QuickBooks Online company file with your monthly bank or credit card statements to make sure they match. However, that page only shows the deposits and payments, no invoices shows.

 

To make sure that all the transactions shown on the Reconcile page, let's start with changing the date filter. You can click on the Clear filter / View all option beside custom date to view all hidden transaction.

 

If the transactions still don't match, you may have to review some of the existing bank transactions- pay existing bills or invoices directly by matching downloaded bank transactions.

 

I've added some articles below for additional reference: How to Reconcile an Account in QuickBooks Online.

 

For additional help, you can also reach out to our Customer Care support. They can use the screen sharing tool to check what's causing this and get this resolved quickly.

 

Here's how you can reach them: 

  1. Sign in to your QuickBooks Online account.
  2. At the top right, click the Help icon.
  3. At the bottom, click Contact Us

That should point you in the right direction today.

 

Stay in touch if you have any other questions about reconciliation in QuickBooks Online. I'll be happy to help you further. Have a great day ahead. 

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