How do I view or print previous bank reconciliation reports in QuickBooks Online QBO

To view or print the previous bank reconciliation report: 1. From the left Dashboard, select Reports. 2. Go to “For my accountant” section and select Reconciliation Reports. 3. Select Account. Select Report period. 4. Select “Statement Ending Date”. 5. Click “View Report” under Action column. 6. Click Print icon to print the report. How to […]

Hide transactions after the statement end date in QuickBooks Online

In QuickBooks desktop, “Hide transactions after the statement’s end date” is on the Reconcile screen. In QuickBooks Online, “Hide additional information” (for transactions after statement end date) box is on the Reconciliation Report. There is an option on the reconciliation report screen to hide uncleared transactions dated after the statement’s end date. Check the “Hide […]

In setting up my new QuickBooks file, how do I enter the existing bank account balance with outstanding uncleared checks

It really depends upon how they were reported in previous year’s Financial Statement Report. Let’s take examples and assume the ending bank balance per the bank statement is $11,000. There is also one check you wrote for $10,000 has not cleared the bank yet. In your books, the actual bank balance should be $1,000, right? […]

How to undo bank reconciliation in QuickBooks Online Accountant (QBOA) version?

Undo bank reconciliation feature is not available in any plans at this time. It is available in Accountant version only. In order to UNDO IT,  first log in to your QBOA account Go to Client home page screen Click the company gear (upper right corner) Click Reconcile under Tools Select Bank Account to UNDO reconciliation […]

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