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I'm an accountant and I have thousands of transactions in my Paypal. Three of us are working on matching bank feeds to transactions in the register, so these transactions should have green boxes and marked as cleared during reconciliation. However, it's not always the case. Is there any shortcut for me to select transactions that has green boxes? It takes a lot of time to mark each of them on reconciliation page. There are at least 3 thousand transactions in my Paypal.
You've come to the right place, @Arzini OneTwo.
I understand how beneficial it is to expedite the reconciliation process. Let me share some information about what triggers the C and R statuses. This way, you'll get a better grasp on handling your bank transactions.
The Cleared (C) status appears when a bank transaction has come directly from your bank. This could be via a bank feed or from importing a bank statement. This tells you when a transaction in QuickBooks is also on your bank statement.
So when you download or import transactions and accept them, QuickBooks marks them as "C." This means they're ready to be reconciled. When you next reconcile your bank account, the transactions are already selected, speeding up the bank reconciliation process.
However, if they're not labeled as cleared after accepting them from the bank feeds, you may have too much accumulated historical data. Whenever you visit a website, it saves some information from the web page in its cache and cookies. These files allow the websites you visit most often to load faster. Not to worry, clearing them will do the trick.
First, let's try accessing your account through an incognito window to rule out the possibility of a webpage issue. You can refer to these shortcut keys to open an incognito window in all supported browsers:
If they're already marked on the Reconciliation page, I recommend clearing your browser's cache so you can access QuickBooks with a clean slate. You can also use a different supported one.
Finally, the Reconciled (R) status shows after confirming that these entries match your bank statement.
Let me know what you think and if you make any important discoveries along the way! I'd love to chat about it.
Hi @LieraMarie_A,
Thank you for responding to my post. However, I'm looking for a solution where I can easily mark the transactions with green boxes as they are not cleared yet in the bank register. I think it was due to unreconciling them and redoing the reconciliation that they lost the mark as cleared. I am aware of the fact that when I'm entering downloaded transactions and enter them / match them to existing transactions, QB automatically recognizes them as cleared. The problem is when they were reconciled before and then unreconciled due to a personnel error, they lose they cleared status. What I am looking for is a way for me to mark these transactions with green boxes with ease, because marking them each will take lots of time as we have hundreds of downloaded transactions.
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