Hi, Micki.
To ensure the accuracy of your financial records, it's important to consult your accountant for guidance on the records that you need to keep in the reconciliation process.
If you don't have an accountant, you can find one through this link: https://quickbooks.intuit.com/find-an-accountant/.
Additionally, we recommend you visit the following articles for guidance on reconciling your accounts in QuickBooks Desktop (QBDT):
Please let us know if you have any other concerns related to QBDT. We're always here to help you in any way we can.
