how to check month when transaction has been reconciled

I checked audit history and the transaction shows "R" under "Clr" column. Would like to know how i can identify in what month the transaction was reconciled from that point.

Answer

Hello there, raeann,

I'd be glad to help you identify what month a transaction was reconciled.

QuickBooks Online automatically generates a reconciliation report each time you finish reconciling. This report is useful when you have trouble reconciling the following month and when you meet with your accountant.

To view the report:

  1. From the left pane, click Reports.
  2. Enter Reconciliation Report in the Find report by name search bar.
  3. Click Reconciliation Reports.
  4. Click Summary.
  5. Click the date under the RECONCILED ON column.
  6. You can click a transaction under the TYPE column to open it.

Please see the attached screenshots for your guidance.

By following the steps above, you'll be able to know the reconciliation date of your transactions.

You can also check out this article for additional information: How do I view, print or export a reconciliation report

Should you need anything else, don’t hesitate to leave a comment below. I'm always around whenever you need my help.

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IntuitMaryLand , Community Support Specialist
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