Thank you for getting back, Skell01. Allow me to provide further details about this matter.
It's essential to first unreconciled the transactions from 2024 to accurately reconcile those from 2023, in order to avoid discrepancies. By clearing the previous reconciliation, we can ensure a smooth and error-free process for handling the earlier transactions.
You can follow the detailed steps outlined by my colleague to proceed correctly. This approach helps maintain the integrity of your financial records and ensures everything is in perfect order.
Additionally, you can check this article that might help you on the future on how to add an accountant in QuickBooks Online: Add accountant users in QBO.
You can Reply to this thread if you have further questions or need assistance on how to reconcile transaction in QBO. We are here to help you.
