It appears you're experiencing difficulty with reconciliation in QuickBooks Desktop for Mac, @CarriesMac. Knowing how important the reconciliation feature is to have accurate books, I'd feel the same as it disrupts my workflow. Yet, I'm here to offer you a range of troubleshooting steps to help resolve the issue, ensuring you can proceed with your reconciliation smoothly.
I recommend performing the Verify and Rebuild process on your company data. These steps can resolve underlying data integrity issues that may be causing the problem and help fix them.
To begin with, here's how to verify your company file data:
- Go to the File menu, then select Utilities.
- Select Verify Data, then click OK to close all windows.
- If you see a message indicating “Your data has failed the integrity check” let's continue rebuilding your company file. Otherwise, you're all good.
To rebuild your company file data, kindly follow these steps:
- Go to the File, then select Utilities.
- Select Rebuild Data, then click OK to close all windows.
- QuickBooks will ask you to make a backup copy of your company file before rebuilding your data, then select OK.
- If you haven’t set up any backup preferences, QuickBooks will ask you to update them. Select Backup Preferences and edit as needed, then select OK.
- When the backup's finished, select Show in Finder to locate the backup or select OK if you’re done.
- If everything is finished, select OK.
After the rebuilding process, you can return to the reconciliation page and resume reconciling.
However, if the Reconcile button remains greyed out, I recommend performing a clean install of QuickBooks Desktop for Mac. This process will remove QuickBooks along with any residual installation files, allowing you to reinstall the program in a clean state.
I'll attach this future reference you may use concerning issues on the previous reconciliation report. This resource will help you resolve common issues while running previous reconciliation reports: Fix common problems on the Previous Reconciliation report.
The steps provided should help diagnose and resolve the problem you’re facing with reconciliation in QuickBooks. If there's anything we can assist you with, the Community is always open to everyone. We're here to help you to the best of our abilities.
