QuickBooks Online Certification Guide
Select the transactions that have cleared the bank account on the bank statement.
Click the down arrow in the summary section to expand the window. This lets you view
the details of the reconciliation as you reconcile. This section of the window displays the
Filter the reconciliation window by clicking the one of the 3 options of
. QuickBooks default view is
Sort the list of transactions by clicking the column heading.
After you’ve completed marking the cleared transactions from your bank statement, click
or click the down arrow to
Save for Later
Close without Saving
As part of the QuickBooks Online Accountant edition you can undo the reconciliation for
your client. Your client does not have access to this feature in their version of QBO