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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.