LAM16
Level 1

Banking

When I try to access my client's prior reconciliation reports from QBO by going to reports, reconciliation reports, I do not get a list of reconciliations to choose from.  Instead I get a screen that says "Match the book to the bank record" and it wants to me to link a bank account to QBO.

 

The same thing happens when I try to start a reconciliation - I can't proceed - QBO insists that I connect the bank account, which I DO NOT WANT TO DO.  Does QBO no longer allow you to reconcile your accounts if you're not "connected" -?????????????

 

This has happened with multiple clients and I don't understand WHY.  I'm SO frustrated.  I hope someone can help me because this is making me NUTS.