DivinaMercy_N
Moderator

Banking

I want to ensure you'll be able to reconcile your account seamlessly, @Phil in SB.

 

In QuickBooks Online (QBO), you'll see a prompt once you successfully completed the reconciliation (please see the snip for reference). reconcile 1.PNGWhen you select Done, the program will automatically record that session. Since you're having trouble seeing the reconciliation for the new month, possible that it did not go through. To narrow down the cause of the issue, we can perform some browser troubleshooting steps.

 

Let's start with accessing your QBO account in incognito mode. This will prevent storing of cache that sometimes causes a problem when running websites. Once opened, perform the reconciliation for the new month again. 

 

When finished, go back to the Reconciliation page and this time select the History by account option. This will provide you with more detailed information and a list of reconciliations you've completed for a specific year. Here's how:

 

  1. On the Reconciliation page, click the History by account option.
  2. From the Report period field, choose All Dates.
  3. Next, select the dropdown arrow beside the year. This will show all the completed reconciliations for each month. reconcile2.PNGreconciliation3.PNG

 

If you're able to see it, I recommend clearing the cache of your regular browser. This will give you a clean slate and will eliminate the damaged and corrupted files that may cause the unusual behavior of QBO. 

 

On the other hand, you can also check your Audit Log to see if the reconciliation for the new month is successful. If it is, check your History by account again to view the details for that month. 

 

To further guide you in reconciling your account, feel free to visit our Reconciliation hub

 

Also, running a report to get a handy copy of your reconciliations is a breeze. You can use this as a reference to avoid mistakes when performing a new reconciliation. 

 

I'm always ready to lend you a hand in case you have any other concerns about reconciling your account. Just leave a reply below and I'll circle back to help you out. Have a good day.