BizBooksAdvice
13 posts
Jan 15, 2025
10:19 PM
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How to Reconcile in QuickBooks Online ensures your financial records match your bank statements, keeping your books accurate. Here’s how to do it:
Log into QuickBooks Online and navigate to the Accounting tab, then select Reconcile.
Choose the Account you want to reconcile and enter the bank statement’s beginning and ending balances.
Match Transactions: Compare your bank statement with QuickBooks transactions, marking off matching ones.
Fix Discrepancies: If anything doesn’t match, adjust or add missing transactions.
Complete the Process: Once everything matches, click Finish Now.
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