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Everything you need to know about connecting your bank and credit cards in QuickBooks Online

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Replying to:
Alex M
QuickBooks Team

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Hi there JWP,

 

It's vital that all your reconciliations are done properly in order for you to make sure that your books can be well balanced. QuickBooks Online is a great tool able to help you keep track of transactions to see the financials of your business. I can point you in the right direction for assistance. 

 

In order to fully remove this reconciliation from the system, the method of just removing the R for all transactions in the Account history would not work. An accountant user would need to access your company from their QuickBooks Online Accountant account in order to undo the reconciliation completely. You can invite your accountant to your books in the My accountant tab. There's also a Find a pro to help button in this section that can help you find a local accountant that has experience with QuickBooks Online.

 

If you have any other questions, feel free to reach out here. 

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