Angelyn_T
Moderator

Banking

I appreciate you joining the thread, @mnazy. Let me provide insights about unreconciling monthly statements from the Accounting section.

 

User restrictions may affect your rights while working in QuickBooks Online (QBO). That said, yes, you need to log in as an admin to access the Accounting tab. Alternatively, you can go to the Gear icon to proceed with your Chart of Accounts. From there, open your register and un/reconcile your entries.

 

  1. Go to the Gear icon, then click on Chart of accounts under Account and settings.
  2. Choose your account.
  3. Click on View register under action.

 

If the option is still unavailable on your end, I suggest replicating the steps through a private window to narrow down the result. 

 

You can use either of these keyboard shortcuts to save you time:

 

  • Chrome: Ctrl + Shift + N
  • Firefox: Ctrl + Shift + P
  • Safari: Command + Shift + N

 

If it works fine, go back to your original browser and clear its cache to refresh the page.

 

On the other hand, you can review the resources from these links for more hints about QBO reconciliation:

 

 

It's my pleasure to share these details with you today. If you have follow-up questions, let me know by leaving a comment below. I'm always here to help. Have a good one!