Banking
Hello, Jen.
I can share a couple of reasons why you're unable to see your reconciled transactions, and help you fix this.
The sorting and filter options are likely preventing you from seeing those reconciled transactions. After reconciling, they will always stay in the register.
In this case, click the columns to re-sort your register view. I would recommend sorting out the "box column" to sort your transactions from reconciled to unreconciled (and vice versa).
You'll also want to check your filter options and check to see if they only let you see the unreconciled transactions. Here's how:
- In your checkbook register, click the funnel icon.
- Ensure the Reconcile status is set to All or Reconciled
- Set the Date and other filter options to your preferred values.
- Click Apply.
After seeing those reconciled transactions, you can start editing them. Though, I'd still suggest reaching out to an accountant before doing this. They'll ensure your balances are correct on the next reconciliation period.
Ready to categorize your transactions for the next period? These articles can help you manage your bank transactions and upload your receipts:
- Categorize and match online bank transactions in QuickBooks Online
- Capture and categorize expense receipts and bills in QuickBooks Online
Would you like to take care of your reconciliation or other reconciled transactions? Please let me know and I'll guide you through the process. If you need to take care of other things in QuickBooks, I'm with you in every step of the way.
