Missing Previous Reconciliation Reports in Desktop 2024

I'll share some troubleshooting steps to fix this so you can select a reconciliation date and proceed with your tasks, @FUMC Bookkeeper. 

First, please check if the issue is only on your company file. Start by downloading and opening a sample file to check if the dates of the reconciled transactions are present. I'll attach an image as a representation:

If you could generate it in the sample record, the possible reason might be due to a data damage issue after upgrading to the latest desktop version. With that, you may utilize the Verify and Rebuild tools for detection and repair. By using these built-in features, you allowed the software to refresh and update the data inside the company file. These are the steps you need to take:

1. Go to the File menu, hover over Utilities, then select Rebuild Data.
2. Click OK on the QuickBooks Information window, then follow the onscreen steps to back up your company data.
3. Allow the tool to repair your file, then once done, hit OK.
4. In the Utilities under the File menu, choose Verify Data.
5. Let the device scan for any issues. 
6. If the program didn't detect any problem, tick OK. However, if there are issues detected, choose Rebuild Now.
   
   

Alternatively, QuickBooks offers a Tool Hub to fix data and other problems in the program. 

On the other hand, there's no alternative report that would show the previously reconciled accounts and transactions. However, there's a Reconciliation Discrepancy report available if you want to look for changed, deleted, or added transactions.

Moreover, customizing reports will be helpful to have more personalized information that meets your reporting standards.

I'd love to know updates about this. If you have any other questions about accessing the reconciliation report in QBDT, feel free to post them below. I'm just around the corner to help.

I tried the rebuild and the verify options with no success.  I can access the old menu option if I log back into the 2021 version.  Again, even after reconciling multiple months yesterday, the history of those reconciliations do not appear under Reports>Banking>Previous Reconciliations.  I will try the Tool Hub as a last resort.

As it turns out I can not download the File Doctor/Tool Hub because I work off a Desktop version that is held on a remote cloud by RightWorks.  

I contacted RightWorks and had them assist me in verifying the upgrade, and duplicated it into another company, but the results were the same. The Tool Hub/File Doctor also indicated that there is nothing wrong with the file.  The results again appear that there is something directly wrong with the 2024 software. I reinstalled the 2021 version and this is not an issue version of QBs Desktop.

Can anyone else see the reconciliation history in their 2024 version?  This would help confirm if this is a software programming deficiency, or an upgrade error.  

Your effort in performing the recommended troubleshooting and reaching out to the other parties is much appreciated, @FUMC Bookkeeper. I acknowledge the importance of reviewing your previous reconciliation to verify that every transaction sums up with the correct balance.

Since we're done performing the suggested fixes in correcting your data and the application's performance, It's best to contact our Technical Support Team.  Our phone support has the capability to check your account via a shared screen to determine the leading cause of the issue. They can also initiate a further investigation if needed to include this matter on the priority list to be addressed. You can follow the steps below to get in touch with them:

1. From your QuickBooks Desktop account, click the Help menu at the top.
2. Click the QuickBooks Desktop Help menu and select Contact Us.
3. Provide information about this concern in the search box, then select Continue.
4. Sign in to your Intuit account and tap Continue. Afterward, select Continue with my account.
5. Please enter the code that will be sent to you via email and select Continue.
6. From there, could you select how you want to connect with us? It’s either to chat with us or Have us call you.

On the other hand, you can refer to this article for their support hours and schedules to contact them at your convenience. This article also includes their contact number at the bottom of the page: Contact QuickBooks Desktop support.

Once resolved, here are articles you can visit when pulling up previous reconciliation reports as well as to resolve common encounters using the feature: 

• Get reports for previous reconciliations in QuickBooks Desktop 
• Resolve common issues on the Previous Reconciliation report 

Let me know if there's anything else that I can help you with about managing your QuickBooks file, or even creating transactions with it in the future. Take care!

I have tried to chat with QBs using the feature mentioned, and I did receive call backs.  Unfortunately the rep was unable to conduct a multiple party call with RightWorks to address the situation.  As of now I have no solution for this issue and the problem is unresolved, leaving me extremely frustrated and out of options.