Hello there, @john2001.
I recognize the importance of having a smooth process in reconciling your bank accounts. I'm here to help you out so you can reconcile your accounts easily without having to sign up for automation.
Recently, QBO has been releasing some updates in the functionality and interface of some features. The changes could be why you see the screen that prompts you to match your books to the bank records.
To avoid seeing the prompt, you can try the alternative way of opening the Reconciliation page.
Here's how:
- Go to the Gear icon.
- Under Tools, select Reconcile.
If you still see the screen, you can proceed with your reconciliation by simply clicking the Get started button. Then, click Let's get reconciled.
You should now be able to reconcile your accounts with ease.
Furthermore, you don't have to sign up for automation to reconcile your accounts. QBO suggests you to connect your bank to make reconciliation easier.
Here's an article with information on QBO's latest features and updates: QuickBooks Online new features and improvements—October 2023.
Let me know if you have any other concerns regarding bank reconciliation. I'm just one post away to help you out.
