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Mari-HI
Level 1

Reconcil

I have a new client and using QB Online Plus.  Previous Accountant left before I took over.  I want to see and preview past reconciliations but I can not see a list of previous reconciliations.  The task list drop down is not showing up for me to run report.

3 Comments 3
ReymondO
Moderator

Reconcil

Good day, @Mari-HI.

 

I'm here to assist you with viewing your past reconciliations in QuickBooks Online (QBO)

 

Sometimes, when your browser's cache builds up, it can lead to unexpected issues with the product, like the one you're experiencing. No worries, though! We can easily troubleshoot this together.

 

To get started, let's open QuickBooks in a private browser. This will help us determine if the problem is related to your browser.

 

Here are the keyboard shortcut keys you can press to open incognito:

 

  • Google Chrome: Ctrl Shift N.
  • Mozilla Firefox: Ctrl Shift P.
  • Safari:  Command Shift N

 

Once done, try viewing your reconciliation report again. If it works, go back to your regular browser and clear its cache. If the same things happen, use another supported browser instead. 

 

Moreover, you can customize reports in QuickBooks. Simply, filter them to show specific accounts or customers, or format the layout so the right data shows up in the right place. 

 

Feel free to leave a comment for follow-up questions or post your other concerns in the Community. Moreover, you can give us an update about the result of the troubleshooting steps. I'll be around if you need further help, @Mari-HI.

Mari-HI
Level 1

Reconcil

Thank you.

ChristineJoieR
QuickBooks Team

Reconcil

Good to see you here, @Mari.

 

I'm glad to hear that your colleague was able to provide you with the solution you needed. It's great to have you here in the Community. We are that are dedicated to helping each of you, if there's anything else I can assist you with, please let me know.

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