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Simplify payday and set payroll to run automatically on QuickBooks. Explore QuickBooks Payroll

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Replying to:
IrizA
QuickBooks Team

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I'm here to chime in and share further details, LNN1. 

 

Since you mentioned that you have already connected your credit card account, but your checking account isn't connected to online banking, you can still reconcile them by comparing your bank statement with the transactions in your QuickBooks Online company file. You can also reach out to an accountant for more accurate data.  

 

Here's how: 

 

  1. Within your left navigation panel, go to the Transactions menu. 
  2. Choose the Reconcile option. 
  3. Select an account that you'd like to reconcile. 
  4. Compare your bank statement and the recorded transactions within your Reconciliation window. 
  5. Put a checkmark right beside the amount if there are transactions that are matching.
  6. Don't put a checkmark on transactions that appear within your Reconciliation window but don't show in your bank statement.
  7. Click Finish now if there are no more discrepancies in your Reconciliation window. 

 

If you want to dig deeper into reconciling, you can visit this website since it contains detailed information regarding comparing your bank statement even if you're not connected in QBO: Reconcile an account in QuickBooks Online

 

 

You can access this material if QBO doesn't match your bank statement at the end of a reconciliation: Fix issues at the end of a reconciliation in QuickBooks Online

 

Feel free to let me know if there's anything I can help. I'll be around to provide further assistance if needed. 

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