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June 16, 2025
Question

AR and AP Not Reconciling to Trial Balance QuickBooks Premier 2018

  • June 16, 2025
  • 1 reply
  • 9 views

Good day,

 

My company been experiencing an issue in QuickBooks Premier Edition 2018 where the Accounts Receivable (AR) and Accounts Payable (AP) summary reports no longer reconcile with the Trial Balance (TB). This issue began in January 2025, but after further investigation, we noticed the discrepancy now traces all the way back to June 2012, even though this was not an issue before.

 

To provide some context:

We report in Jamaican dollars (JMD), and our company also invoices customers in USD:

 

  • The JMD side of the AR transactions agrees — AR JMD and TB JMD both show 18,192,041.56 J MD.
  • However, the USD side does not reconcile —
    • TB USD: 21,253,078.57 JMD
    • AR USD: 22,108,352.92 JMD
    • Resulting in a difference of $855,274.35 JMD.

 

Therefore, in May 2025, the AR Summary shows a total of $40,300,394.48, while the TB shows $39,445,120.13, resulting in a difference of $855,274.35.

 

The same issue is occurring where the AP summary is not reconciling to the TB:

 

  • The JMD side of the AP transactions agrees — AP JMD and TB JMD both show 12,471,408.69 JMD.
  • However, the USD side does not reconcile —
    • TB USD: 9,292,176.46 JMD
    • AP USD: 9,472,722.08 JMD
    • Resulting in a difference of $180,545.62 JMD.

 

Therefore, in May 2025, the AP Summary shows a total of $21,944,130.77, while the TB shows $21,763,585.15, resulting in a difference of $180,545.62.

 

We are currently using:

  • QuickBooks Premier Edition 2018
  • Microsoft Excel 2003 for reconciliation work

 

 

We would like to ask:

  1. Has anyone else encountered this issue before?
  2. Could this be related to the age of the software or a data corruption issue?
  3. Is there a recommended fix or tool to repair the file?
  4. Would upgrading to a newer version of QuickBooks help?

 

Any advice or insight would be greatly appreciated. Thank you in advance!

 

Best regards,

Ven

1 reply

Moderator
June 16, 2025

Welcome to the Community, Venekia. I appreciate your detailed information.

 

To properly identify what's causing your discrepancies with different accounts and how to go about correcting them, I'd recommend working with an accounting professional. If you're in need of one, there's a great tool on our website called Find a ProAdvisor. All ProAdvisors listed there are QuickBooks-certified and able to provide helpful insights for driving your business's success.

 

Here's how it works:
 

  1. Go to our Find a ProAdvisor page.
  2. Use the City or ZIP search field to specify a location.
  3. Select Find a ProAdvisor.
  4. Browse through your results and find one that works best for the business. You can click on each ProAdvisor's profile to learn more information about them.

 

Once you've found an accountant, they can be contacted through their Send a message form.

 

I'd also recommend reviewing our Fix issues when you're reconciling article for detailed steps on correcting reconciliation problems.

 

Please feel welcome to send a reply if there's any additional questions. Have a wonderful Monday!