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Thanks for getting back to us and for sharing additional information, Michelle.
No worries, I got you covered. Since you’ve successfully reconciled the month of January, you'll just have to ensure your trial balance matches the data in your QuickBooks Desktop (QBDT).
You’ll want to run your trial balance report to check and verify if all data imported is accurate. Let me show you how.
- Go to the Reports menu.
- Select the Report Center.
- Type in and enter Trial Balance from the search field.
- Then click Run.
You can also check this link for guidance on how you can generate a report that shows the data you need: Customize reports in QuickBooks Desktop.
Once everything is all set, you can now seamlessly reconcile your accounts whenever you’re ready.
Additionally, to learn your ways around QBDT, you can always visit our QuickBooks Support page for reference. We have articles there that you can read for reference.
You can always get back to me in this thread if you have other follow-up questions or concerns about reconciling your accounts. I’ll be around ready to help you. Stay safe!