How to Reconcile for the Entire Year

If you haven’t reconciled in a while or are starting for the first time, we recommend reconciling month-by-month. Start with your oldest bank statement and work your way forward to the most recent one. This approach makes it easier to spot and fix errors as you go.

If you reconciled at some point in the past year, begin from your last successful reconciliation and move forward from there. You must reconcile each statement in order; do not skip any months. If you are missing statements, contact your bank to request copies.

As you work through the lists, use the Next and Previous buttons at the bottom of the screen to view all transactions if they don’t fit on a single page.

For more detailed guidance, see our article on reconciling in QuickBooks Online.