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Buy nowI'm trying to view our reconciliation by account detail.
Thanks
Welcome to QuickBooks Community, wsn_live. I'll ensure to provide the details you need about the reconciliation report.
There's no specific report named Reconciliation report Detail by Account. Still, I'm happy to inform you that you can pull the Reconciliation reports to view the history by account. I'll show you how:
If you want to run all transactions you entered in QuickBooks, we can pull up the Transaction Detail by Account Report. To learn more about customizing and memorizing each report in the program, feel free to visit these articles:
Also, here are some articles that guide you through the process of matching your account from QuickBooks to your bank statement:
If you have more questions about reconciling your accounts and running some reports in QuickBooks, know that I'm here to back you up. Take care and have a good one.
I am trying to get a Account level detail on this Bank Matched date of a transaction.
Hello again, @wsn_live.
I can see how it would be helpful to add the date you matched them. At this time, QuickBooks uses the transaction date. I encourage you to add your vote for this one by sending a request within QuickBooks. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers.
Here's how:
For your reference, check out this link: How to Submit Feedback. You can also check the complete list of available reports for your QuickBooks Online version.
Additionally, the following article helps you with getting your desired report: Customize Reports.
Please let me know how else I can empower you to make QuickBooks work the way your business needs. Thanks for coming to the Community. Wishing you even more success in the future.
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