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gmalope12-gmail-
Level 1

If 12 months bank statements are being uploaded manually in QBO , will it be possible to reconcile monthly?

 
1 Comment 1
LeizylM
QuickBooks Team

If 12 months bank statements are being uploaded manually in QBO , will it be possible to reconcile monthly?

I've got your back to ensure you can reconcile your transactions monthly in QuickBooks Online (QBO),gmalope.

Yes, you can reconcile your accounts every month after manually uploading your 12 months of transactions. For the information and steps on importing bank data, we can visit this article: Manually add transactions to account registers.

 

Once imported, you're now ready to categorise and reconcile your bank transactions in QBO. This is to ensure that your books are accurate. This simple process can help you identify any discrepancies or errors in your records, allowing you to correct them before they become a more significant issue.

 

Furthermore, these articles that I share may be a great guide moving forward, especially when you find duplicate transactions or have to undo reconciled transactions to correct monthly reconciliation up to the present. Take a look at the details from these resources for more insightful information:

 

 

Please let me know if you have any other banking concerns or other QuickBooks-related questions. I'm always here to assist you. Have a great day!