LeizylM
QuickBooks Team
QuickBooks Team
‎August 11, 2022 02:00 PM

Other Questions

Good day, Noel.

 

I can provide you with easy steps on how to show monthly transactions when reconciling in QuickBooks Online.

 

When reconciling in QuickBooks Online, you can customize the date to show the transaction for a specific month. Here's how:

 

Here's how:

 

  1. Select Accounting from the sidebar menu.
  2. Go to the Reconcile tab.
  3. On the reconciliation page, click the drop-down arrow beside the funnel icon.
  4. Click the drop-down arrow and select Custom date under Date.
  5. Choose a specific month.
  6. Once done click Apply.

I've attached a screenshot as your reference.


You can read these guides to learn more about how to reconcile your accounts in QuickBooks Online:

 

Keep me posted in the comments if you have other reconciliation concerns. I want to make sure I've got you covered. Have a great day!

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