Displaying the accurate reconciliation account and date is vital, megadave. I can guide you through a few methods to verify the reason behind this odd behavior.
Let's start by utilizing an incognito or private window to see if the lost reconciliations exist and if the date appears correctly. This mode can confirm a web page issue since it doesn't retain cache. Here are the keyboard shortcuts you can use:
- For Firefox, press Ctrl + Shift + P
- For Chrome, press Ctrl + Shift + N
- For Safari, hold down Command + Shift + N
From there, review the Audit Log for any changes made to your reconciliation reports that may cause them to disappear. Follow the steps below:
- Go to the Gear icon.
- Select Audit log.
- From the Events dropdown, choose Reconciliations.
Next, check out this article to verify if your accountant modified the reconciled period or the account was merged with another: How to view details for missing reconciliation reports or reconciled transactions in QuickBooks Onli....
Once done, clear the browser's cache to start with a clean slate. You can also operate other supported browsers.
Moreover, generating reports can help identify issues and discrepancies before filing taxes. Scan this reference for details: Year-end guide for QuickBooks Online.
Finally, save this guide to lock your books so no one can edit your accounting data: Close your books in QuickBooks Online.
We aim to ensure your financial data stays as you want them to. I'll be around to assist you further if you have additional queries about reconciling statements.
