GlinetteC
Moderator

Banking

It's good to have you here, Vantareg.

 

I'm here to help ensure your concerns about reconciliation are taken care of. 

 

In QuickBooks Desktop, you can do a lump sum reconciliation to reconcile past months of transactions that haven't been reconciled with your financial statements. The method to reconcile them is one year at a time

 

You can check this article for detailed information about the process: Reconcile an account for multiple months or years of transactions and financial statements.

 

Also, you can use this link if you encounter issues while reconciling the account: Fix issues when you're reconciling in QuickBooks Desktop.

 

Keep me posted if you have additional questions while working with lump sum reconciliation. I'd be happy to help.