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hamiejuliano
Returning Member

Transactions in Categorization do not appear in Reconciliation

Transactions in categorization do not appear when I try to reconcile from that account and period. Double-checked everything including the date, account, filter, and still no avail. Even when All transactions are being selected when reconciling it doesnt appear.

1 Comment 1
Jayson_E
QuickBooks Team

Transactions in Categorization do not appear in Reconciliation

We appreciate the effort you’ve put into ensuring your transactions appear when reconciling your account in QuickBooks Online (QBO), Hamie.

 

Since you've double-checked and verified the transactions for the specific account and period you're reconciling, another reason those transactions might not appear during the reconciliation process is if they are manually marked as "R" (Reconciled).

 

Here's how to check the reconciliation status:

 

  1. Click the Gear icon in the upper right corner.
  2. Select the Chart of accounts under the YOUR COMPANY column.
    image.png
  3. Find the specific account you want to reconcile, then click View register.
    image.png
  4. Check the column and make sure the transactions aren’t marked as "R". If they are, click the box with the "R" to change it to blank or C (Cleared).
    image.png
  5. Once done, click Save.

 

After that, you can proceed with reconciling your account.

 

If the transaction still doesn't appear during the reconciliation page, I recommend reaching out to our Live Support team. They can securely access your account and identify the root cause to help resolve the issue.

 

Let us know in the comments section below if you have further concerns.

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