Finaco
Level 2

Banking

My last reconciliation in QB Online was the July 2023 statement.  However NO reconciliation information came over in the transition to QBDT.  Which leaves me with the question...what date do I use for the off cycle reconciliation?  Data in my company file goes back to November 2016 (and wow do I wish I had realized what would happen when I was making decisions about the data import...I would have brought over only 2023 data!!!)

Thank you.

 

Pam