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July 7, 2025
Question

can i show only transactions for the month being reconciled, not other transactions from other periods?

  • July 7, 2025
  • 1 reply
  • 6 views

can I view only dates for month being reconciled on the Reconcile page?

1 reply

JoesemM
QuickBooks Team
July 7, 2025

Yes, steve87. You need to filter the dates in the funnel icon to show the transactions for a specific month.

 

Regular reconciliation of your checking, savings, and credit card accounts on a monthly basis is highly recommended to maintain accurate and balanced accounts. To show the details you need, follow the steps below:

 

  1. Navigate to the Reconciliation page and click on the funnel icon.
  2. In the Date dropdown, select Custom date and then choose the month you wish to reconcile.
  3. Click Apply.
  4. Once you've made your selections, click on Finish now to complete the process.

For more details, see this article: Reconcile an account in QuickBooks Online. This resource also includes links to help you review past reconciliations and generate reconciliation reports.

 

If you need further assistance with reconciling your accounts or have any other QuickBooks-related inquiries, please don't hesitate to ask. I'm here to help.