Banking
Randy, it gives me great joy to welcome you to the Community. I'd be pleased to provide information about saving your current customization in QuickBooks Online (QBO).
It would be excellent and convenient if you could save the customization process so you don't have to do it every month.
The option to save the customization on your reconciliation process is unavailable in QBO. You can, however, set the date range to your preferred period. Please follow the steps below:
- Click the Gear icon at the top, then select Reconcile under Tools.
- Fill out all of the fields after clicking the Funnel icon.
- Click Apply.
Every time you finish reconciling, QuickBooks Online automatically generates a reconciliation report. You can customize and memorize it to modify its information and save its current configuration settings.
Read the following article to learn how to analyze downloaded bank and credit card transactions and assign them to the correct accounts: Categorize and match online bank transactions in QuickBooks Online.
Please let me know if you have any other questions about reconciliation or issues relating to QuickBooks. I'm anticipating your excellent year. Be careful!
