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Level 2

What's the best way to deal in QBO with credit card statements that go past year end? My year end is December 31st, but the statements are from Dec15 to Jan 15.

 
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Best answer March 31, 2020

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Level 2

What's the best way to deal in QBO with credit card statements that go past year end? My year end is December 31st, but the statements are from Dec15 to Jan 15.

Hi, what we do is pull a provisional statement up to year end to ensure that the account balances up to year end BUT if you have the balance on Jan 15 and it recons it should reconcile on year end as well.

I would just as double check work the recon back to year end and ensure that balances.

 

Hope it helps.

View solution in original post

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Level 2

What's the best way to deal in QBO with credit card statements that go past year end? My year end is December 31st, but the statements are from Dec15 to Jan 15.

Hi, what we do is pull a provisional statement up to year end to ensure that the account balances up to year end BUT if you have the balance on Jan 15 and it recons it should reconcile on year end as well.

I would just as double check work the recon back to year end and ensure that balances.

 

Hope it helps.

View solution in original post

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