I have used QB Online for decades but am new to QB Self-Employed. Where can I go to reconcile my bank accounts?

Let me share some details about reconciling your bank account in QuickBooks Self-Employed (QBSE), theexquisitehous.

The option to reconcile an account is currently unavailable in QBSE. The program automatically pulls up posted and cleared transactions from the connected account making the data in QBSE and your online bank balance match.

This categorizes the transactions that are imported from your bank account to put your entries on the correct line of your Schedule C. We'll need to manually update your bank by clicking the Refresh All button to make sure that all transactions or statements show in your QBSE account. Here's how:

1. Navigate to the Gear icon.
2. Select Bank accounts.
3. Click the Refresh All button.

Moreover, additional resources and guidance for tasks within QBSE can be found in these articles:

• Overview of QuickBooks Self-Employed
• Track Home Office Deductions in QuickBooks Self-Employed

The Community always has your back if you have concerns about managing your bank transactions. If you also need to take care of other things like running reports, let us know. You have a good one.