Follow these steps to reconcile your accounts using QuickBooks Online. If your accounts are connected to online banking, make sure you match and categorize all of your downloaded transactions. Since all of your transaction info comes directly from your bank, reconciling should be...
Then, you’ll need to enter the ending balance from your bank statement and the ending date. Next, review the list of transactions, ensuring that each one matches the transactions on your bank statement. You will then mark each transaction as cleared, either by...