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 […]

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 […]

What to do when beginning balance is way off since last bank reconciliation?

There is no simple and easy answer. There may be couple of reasons why the beginning balance could change. 1) Edited or changed transaction amount after reconciliation 2) Deleted transaction amount after reconciliation 3) Changed the “R” status manually from the bank register In other words, prior months financials were restated after the bank reconciliation. […]

How can I undo the previous bank reconciliations in new QuickBooks Online?

QuickBooks Online doesn’t have an Undo Last Reconciliation feature. To unreconcile a reconciliation you’ll need to unreconcile each transaction via the register. To access and print a previous reconciliation report: From the gear icon go to Reconcile. Choose the account from the drop-down list. Click on the desired reconciliation report. Once the report is open, […]

Where is the bank reconciliation in new QB Online?

From the homepage screen Click on the Company Gear (upper right- see pic) Select Reconcile under Tools heading Choose the Account Now you can Reconcile Another way to get there is from the homepage screen From the blue navigation bar on the left, select Transactions Select Registers Locate and double click the bank account(or credit […]

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