Banking

Thanks for joining the thread, @lhill. I'm here to help you find where to mark a transaction as reconciled.

It's important to note that even small adjustments can throw off your accounts, so it's best to consult your accountant for advice.

Once you've identified the entry to reconcile, go to the chart of accounts and access the account's register to make the necessary changes. Here's how:

1. Navigate to the Gear icon and select Chart of accounts.
2. Look for the account with the unreconciled transaction and click View register under the Action column.
3. Locate the entry and select it to expand the view.
4. In the checkmark column, click the box until it shows "R".
5. Hit Save.
6. Repeat the process for any other transactions if needed.

For more detailed information, visit this article: Undo or remove transactions from reconciliations in QuickBooks Online.

Additionally, you can close your books to prevent unwanted modifications to past transactions.

Shoot me a reply if you need further assistance with reconciling your transactions. Our priority is to make sure everything is in balance. Hope you have a great day ahead!