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Category: bank reconciliation

  • How to request add new bank in banking feed in new QuickBooks Online?

    From the Home page screen Click Transactions  (on the left side of blue navigation bar) Click Banking Click Add Account  (in the upper right corner) Enter your bank’s name, then click Find Click the blue link for Request that we add your bank (in the middle of the page) Enter either the bank name or the URL of your bank’s website, then click Add My Bank…

  • Is there any way to locate a deleted transaction that was previously reconciled?

    Is there any way to locate a deleted transaction that was previously reconciled? I have a transaction from May that was deleted in error in December. Is there anyway to locate this transaction? Hopefully you can locate this transaction information for audit log. GO to the company gear (upper right corner) Select Audit Log under…

  • How to view all uncleared / uncashed checks in new QuickBooks Online?

    To check the status on a check you can run a Check detail report Select the blue navigation bar on the left Select Reports Go to Report (magnifying glass) and type Check Select “Check Detail”from the dropdown selector list This report will provide all issued checks. Once report is open click Customize button (top left…

  • 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…