QuickBooks Online Reconciliation Changes Coming Soon

Within the next few weeks, what has currently been available as only an option in QuickBooks Labs (Gear icon, under Your Company), the QuickBooks reconciliation will become live.

Reconcile - Opening Screen
Reconcile - Opening Screen
The look and layout of all the screens will be totally different.

All transactions can be shown in list format on one page.
All transactions can be shown in list format on one page.

Any changes to transactions already reconciled will trigger a warning the next time an account is reconciled.

Discrepancy Warning
Discrepancy Warning

The Reconciliation Discrepancy report makes it easy to find out what has changed.

Reconciliation Discrepancy Report
Reconciliation Discrepancy Report
I especially like the new Find filter option inside the reconciliation screen.

Find Transaction in Reconciliation
Find Transaction in Reconciliation

And the bigger warnings about reconciling when the difference isn't zero.

Reconciliation Warning about Non-Zero Difference
Reconciliation Warning about Non-Zero Difference

I am so familiar with the current reconcile mode that I have never warmed up to the newer way in QuickBooks Labs. But I think this will be a great improvement for users that may be new to QuickBooks Online or just have a hard time grasping the concept. I will certainly switch to it now so that I can be ready for my clients when they need help.





















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