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reconcile: The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup…..how do I sort transactions by date?

Let’s perform some troubleshooting steps for you to sort out the date when reconciling a bank account, pixidoc.

 

There are times when a browser’s cache data becomes full of frequently-accessed page or it is damaged. When this happens, pages like in the Reconcile columns don’t load properly. Also, only […]

Resolution for 'reconcile issue: 'The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup…..how do I sort transactions by date?' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'The date column is missing from the reconcile of the bank account so I cannot sort by date. There is not date when I go to setup…..how do I sort transactions by date?', click the link below:

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reconcile: Is there a way to show reconciled transactions on the check register? Matched synced transactions could have a check mark or dot in my register. That would be handy!

You can also identify if your transactions have been cleared or reconciled base on their status under the Checkmark column in your account register.

  • – Reconciled
  • – Cleared

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Lastly, here’s an article you can read for ideas about […]

Resolution for 'reconcile issue: 'Is there a way to show reconciled transactions on the check register? Matched synced transactions could have a check mark or dot in my register. That would be handy!' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'Is there a way to show reconciled transactions on the check register? Matched synced transactions could have a check mark or dot in my register. That would be handy!', click the link below:

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reconcile: Can I reconcile a bank statement a 2nd time for November to get a corrected printout? I corrected a transfer date from Nov to Dec.

You’ll have to un-reconcile the transactions for November to December. Then, manually reconcile them again. However, you can let your accountant undo the entire reconciliation without editing each transactions.

 

You can share these steps to them on how to do it:

 

  1. Click the Gear icon and select Reconcile.
  2. Go to the Reconcile tab, select History by account.
  3. […]

Resolution for 'reconcile issue: 'Can I reconcile a bank statement a 2nd time for November to get a corrected printout? I corrected a transfer date from Nov to Dec.' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'Can I reconcile a bank statement a 2nd time for November to get a corrected printout? I corrected a transfer date from Nov to Dec.', click the link below:

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reconcile: Even after reconcile process though quickbooks says the difference is zero for a bank account, it still shows a difference between Bank Balance & In quickbooks?

a reconcile just verifies that the checks that have been presented to the bank and those in QB match

any checks and deposits not on the statement will of course change the current balance

Resolution for 'reconcile issue: 'Even after reconcile process though quickbooks says the difference is zero for a bank account, it still shows a difference between Bank Balance & In quickbooks?' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'Even after reconcile process though quickbooks says the difference is zero for a bank account, it still shows a difference between Bank Balance & In quickbooks?', click the link below:

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reconcile: My Reconcile page is completely off, but the Register is fine. Help!

This usually happens when there are previously unreconciled transactions that show on your bank statement. These transactions were probably accounted for in the past and the ones on the reconciliation page are duplicates.

 

You can follow these steps to see if this is the case:

  1. Click Accounting on the left panel, and then select Chart […]

Resolution for 'reconcile issue: 'My Reconcile page is completely off, but the Register is fine. Help!' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'My Reconcile page is completely off, but the Register is fine. Help!', click the link below:

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reconcile: The interest expense on my LOC is not pulling through on the bank feed. I manually added the transaction but how do I get this charge added to my reconciliation?

You need to manually add the interest expense in QuickBooks and mark it as cleared. Let me show you how.

  1. Click on the Plus icon (+), choose Expense.
  2. Select or enter the name of the financial institution.
  3. From the Bank/Credit account drop-down list, select the line of credit account you set up.
  4. From the Payment method drop-down […]

Resolution for 'reconcile issue: 'The interest expense on my LOC is not pulling through on the bank feed. I manually added the transaction but how do I get this charge added to my reconciliation?' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'The interest expense on my LOC is not pulling through on the bank feed. I manually added the transaction but how do I get this charge added to my reconciliation?', click the link below:

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reconcile: When reconciling a Credit Card, is there a way to change the categorization of a transaction from Payments to Charges? A few of mine charges are labeled as Payments Everything was fine for about 6 months of reconciling, up until one month where a bunch of charges were labeled as payments

Thanks for posting here in the Community. I’m here to share some information about changing the category of a transaction from Payments to Charges in QuickBooks Online (QBO).

 

Just to clarify, are you using Bank Feeds to download transactions from your statement into QuickBooks? When these items are imported, they appear […]

Resolution for 'reconcile issue: 'When reconciling a Credit Card, is there a way to change the categorization of a transaction from Payments to Charges? A few of mine charges are labeled as Payments Everything was fine for about 6 months of reconciling, up until one month where a bunch of charges were labeled as payments' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'When reconciling a Credit Card, is there a way to change the categorization of a transaction from Payments to Charges? A few of mine charges are labeled as Payments Everything was fine for about 6 months of reconciling, up until one month where a bunch of charges were labeled as payments', click the link below:

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reconcile: Can I edit the vendor and memo/description of a transaction after the transaction been reconciled?

Yes, you can change everything, even the expense account, except the amount and the bank account it comes from without affecting previous reconciliations

Resolution for 'reconcile issue: 'Can I edit the vendor and memo/description of a transaction after the transaction been reconciled?' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'Can I edit the vendor and memo/description of a transaction after the transaction been reconciled?', click the link below:

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reconcile: I’m reconciling my bank account for the first time and the opening balance is incorrect on the reconciliation page. How can I correct this?

1. Check for an Opening Balance Equity entry that may have been created when you first connected your account, edit accordingly

2. Make sure there are no missing transactions, and if so, import them into your bank feed, categorize and add them to the account register to be reconciled

3. Make sure you reconcile […]

Resolution for 'reconcile issue: 'I’m reconciling my bank account for the first time and the opening balance is incorrect on the reconciliation page. How can I correct this?' available: Yes.

The reconcile issue or error code is a known issue in Quickbooks Online (QBO) and/or Quickbooks. Support for this issue is available either by self-service or paid support options. Experts are available to resolve your Quickbooks issue to ensure minimal downtime and continue running your business. First try to resolve the reconcile issue yourself by looking for a resolution described in the article. If it is a complex reconcile issue or you are unable to solve the issue, you may contact us by clicking here or by using other reconcile support options.

For more information about resolving issues related to reconcile in Quickbooks/QBO or to get support for the issue 'I’m reconciling my bank account for the first time and the opening balance is incorrect on the reconciliation page. How can I correct this?', click the link below:

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