How to Reconcile an Account in QuickBooks Online?

Paul Bryant07 Feb, 2022Business

Reconciling is comparing your QuickBooks data with your bank statements. Make sure everything matches and is accurate. Here are some steps: 1. Have the bank statement for the account you?ll be reconciling at hand 2. Click Accounting -> Reconcile in the left-hand menu 3. Select the account you?ll be reconciling 4. Verify the beginning balance in QB matches your bank statement 5. Enter the ending balance 6. Enter the statement?s ending date 7. Click the green Start reconciling button 8. Check off all transactions that match your bank statement. The difference should go down to $0.00 9. Click the green Finish now button in the upper right corner.