Transaction and Bank reconciliations

I know how important it is to ensure your books are accurate, PeteresaCovina. I'm here to share some insights.

QuickBooks Online depends on how you record and match your transactions in the program. Also, when reconciling your accounts, you compare what you recorded with your bank statement to make sure everything is accurate. I'd recommend ensuring all the data matches to avoid any issues.

For more tips about matching your transactions, please see this article: Categorize and Bank Data in QuickBooks Online.

If your record doesn't match your bank statement at the end of reconciliation, I'd suggest checking out this article to resolve this: Fix Issues so you can Finish Reconciling.

Additionally, I've included these articles that'll help you manage your reconciliation in QuickBooks Online. This way, you can ensure your record is correct.

• Reconcile an Account in QuickBooks Online
• Undo and Remove Transactions from Reconciliations

If you need anything else, please leave a reply below, PeteresaCovina. I'll be happy to help. Keep safe always!

No

Good morning, @PeteresaCovina. 

Thanks for chiming back in and letting us know some additional details. 

To be sure of the transaction and how they look, I suggest getting in touch with our Customer Support Team. They have a screen share tool that will allow them to see your screen and walk you through several steps to help you out. Here's how: 

1. Go to the Help (?) icon in the top right-hand corner. 
2. Press the Contact us button. 
3. Enter your question and tap Let's talk. 
4. Scroll down and select to Get a callback. 

That's all there is to it! 

Please, come back and keep us updated. We're always here to have your back. Take care!