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Replying to:
MaryLandT
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I can expand the details about preserving any reconciliations reports, pixidoc.

 

When merging accounts that have reconciliation reports, you need to save them first. This is because the account being merged may not keep the reconciliation history. You can find more details about this through this link: Merge duplicate accounts, customers, and vendors in QuickBooks Online.

 

You can either print or export the reconciliation report to Excel in QuickBooks Online. Let me show you how to do it.

 

  1. Go to Business overview and select Reports.
  2. Type Reconciliation Report in the Find report by name search bar.
  3. Select Reconciliation Reports.
  4. Select the Account for the reconciliation report you want to view.
  5. From the Report period dropdown arrow, choose the reconcile period, then View Report.
  6. Click the Print icon in the upper right of the report.

 

To export the report, you have to manually do it. It's one of the statements that can't be directly exported to Excel.

 

I can outline the steps for you.

 

  1. Highlight the information on the report.
  2. Right-click and copy the information.
  3. Open Excel and right-click and paste the information.
  4. Adjust the column widths for the format of the Excel report to show all the information.
  5. Click Save.

 

If your data is coming from the Desktop company file, here's what you need to do: Learn more about steps you should take after moving to QuickBooks Online.

 

Post again here if you need more help with merging accounts in QuickBooks. I'll gladly help you resolve them. Stay safe and enjoy the rest of the week.

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