A bank reconciliation statement reconciles users’ bank accounts with financial records by summarising banking and commercial activity. The statement details the deposits, withdrawals, and other transactions in a bank account over a given period. You can easily access the most recent reconciliation report created by QuickBooks and save a copy of the previous reconciliation in your file or on your computer.
Users should always print bank reconciliation from QuickBooks to keep track of it. Users having QuickBooks Pro or higher can send the report to Excel. They can store individual worksheets for each month in a single workbook. The QuickBooks Premier or higher version users can access past 120 reconciliation reports.
Don’t know how to print bank reconciliation in QuickBooks? Go through this blog for the explanation or reach out to an expert for guidance. Call on +1(855)-738-0359.
How do I Print a Bank Reconciliation in QuickBooks?
Users can print out a current month’s and previous months’ bank reconciliation statement in QuickBooks. The steps for the same depends on which QB version you are using. We will discuss how you can print bank reconciliation reports in QuickBooks Online for current month and previous reports in QuickBooks Premier or higher. So let’s look at them in detail:-
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Print Reconciliation Summary in QuickBooks Online for Current Report
This report is static and any changes made in your company file will not be reflected here. Reconciled transactions are those in the bank or credit card register having the status R. These are the steps you need to follow to print them:-
- Tap on Reports and go to Find report by name section.
- Type Reconciliation Report and then press enter.
- Choose the Account for which you want to view the reconciliation report.
- Go to Report Period and choose the reconcile period.
- Click on View report.
- Now tap on the Print icon in the top right corner of your report.
Print bank reconciliation in QuickBooks for Previous Months
The feature is accessible for users having QuickBooks Premier or higher. You can access the previous 120 reconciled reports. These are the steps you need to follow:-
- Go to the QuickBooks Report menu and select Banking.
- Then click on Previous Reconciliation and choose the account your reconciled from the Account list.
- Choose the dates for the reconciliation period you want to review in the Statement Ending Date section.
- Choose Detailed or Both for the report type.
- Now you need to select the transactions you wish to see on report:-
- Transactions cleared at the time of reconciliation: You can view the snapshot. It only shows transactions present in the account at the time of the reconciliation.
- Transactions cleared plus any changes made to those transactions: This displays the account’s transactions at the moment of reconciliation. It also show where they are in your accounts right now.
- Click on Display and then Print option in the menu bar.
So these are ways on how to Print Bank Reconciliation in QuickBooks. We discussed the methods for printing current reconciliation and previous reports. If you are still not sure what to do, reach out to an expert at +1(855)-738-0359 and they will guide you in the best possible manner.
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