Here's how you can review all of your cleared transactions. Click on Accounts. The first time you open this page, you can click the "Get started" button to continue. 3. These kinds of changes get complicated. When you're ready, start with the first transaction on your bank statement. Either way, you'll want to reconcile regularly to make sure your accounts are always accurate and up to date. You can also reconcile outstanding checks, but first, you need to create a clearing account. Here's how you can reach out with them: For more contact details, you can visit oursupport website. How to reconcile your accounts in QuickBooks Online - YouTube Just like balancing your checkbook, you need to do this review in QuickBooks. Make sure you have the right dates and transactions. Should the bank record multiple transactions in one single record, do the same for QuickBooks. New users can create a new bank or credit card account in QuickBooks. What's a reconciliation? - QuickBooks Then edit the status of your transactions. Once you've logged in, navigate to the banking menu and click on "Reconcile.". Don't enter charges you've already entered in QuickBooks. When you download transactions from your bank and import them to QB for the first time, then this sets up an account for Bank Feeds. The tricky part is making sure you have the right dates and transactions in QuickBooks so you know everything matches. We save you money the moment you hire us by cutting out the expensive cost of hiring an in-house CFO. When you print a check, you will see two asterisks before the amount field. Advertisement cookies are used to provide visitors with relevant ads and marketing campaigns. The Bill Payment check is the "right" one and the Added = the duplicate and an error. I'd be glad to join the thread and help you change the asterisk to check-mark. Here's how to get started. The first thing you'll start when reconciling an account is Reviewing your opening balance. 3. Sort the list by date, customer, supplier, or amount. Get all the monthly bank and credit card statements that are for reconciling in QuickBooks Online. If they match, put acheckmark next to the amount in QuickBooks. There isn't a bubble to check if reconciled, so my balance is off. When it is next to an account it indicates the account has online access (such as for Online Banking). 3 What does the green icon against each line within the reconciliation screen relates to? Make sure you enter all transactions for the bank statement period you plan to reconcile. I'll work with you to resolve this account register error you have in QuickBooks Online (QBO), @KanakaG.