Reconciliation

I understand how confusing it can be when transactions don't appear in the categorization during reconciliation. I recommend checking the Bank Transactions page, @hamiejuliano. Let me walk you through the steps to help you successfully reconcile your books.

First, I recommend checking the Pending tab in the Bank transactions page. Transactions from this tab won't show when reconciling since they still need to be moved in the posted tab.

Here's how:

1. From the left menu, hover your mouse over My Apps and choose Bank transactions.
2. Go the the Pending tab.
   
   
    
3. Categorize the transactions.
4. Once they are moved to the Posted tab, you can start the reconciliation process.

If the transactions don't appear in the Pending tab, make sure you're selecting the correct bank account during the reconciliation process.

I want to ensure that you're able to reconcile your account successfully and maintain accurate records. If you need further assistance, feel free to leave a comment below.

Thank you, Ethel_A. However, they aren't in the pending/for review tab but are in the categorized tab already. What should I do?

My problem is how transactions show up in categorization but not when I reconcile it, even when I set the dates to a particular period similar to how the transactions are in the categorization.

I know how important it is to reconcile all the categorized transactions in QuickBooks Online to keep your books accurate, @hamiejuliano. I'm here to guide you and ensure you'll be able to reconcile your account.

Here are some guidelines to ensure transactions show in the reconciliation page:

1. Ensure to choose the correct bank account for each transaction and select the correct account when reconciling.
2. Make sure to properly match or link transactions to your bank feeds.
3. Choose the All tab in the reconciliation page.
   
   
    
4. Review if categorized transactions are assigned to the correct bank account.

If everything is correct and properly set, I recommend reaching out to our Live support team for further assistance, so they can investigate the cause of the issue.

Don't hesitate to comment below if you have additional questions about reconciling an account.