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IntuitSheila
Level 8

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Hello TK223,

 

Since the opening balance date is set in2018, all transactions not reconciled within that period will show on the reconciliation page. You'll have to edit the date range on your reconciliation page to show transactions from Jan 2019.

 

Here's how to edit the filters in the Reconciliation page:

  1. In the Reconciliation page, click on the Filter option (funnel icon above Date column).
  2. Select the filters like Transaction type, status.
  3. Under Date select a From and To based on the transaction you wanted to show on the reconciliation.
  4. Click Apply.

Then, you can continue reconciling the account. You can check this article for a more detailed information on how to Reconcile an account in QuickBooks Online.

 

If you still need help reconciling your account, we'd recommend contacting our Customer Care Team to help you.