Yes! You do need to reconcile your bank and credit card accounts in QuickBooks Online. Connecting your bank accounts in QuickBooks Online does not mean that everything is accurately recorded.
Take these steps before you reconcile your bank and credit card accounts and avoid the common errors of duplicated transactions and incomplete records.
Download the checklist: [ Ссылка ] to work through every time you reconcile your bank and credit accounts, and hopefully it will be a smooth and easy process!
If you would like assistance, you can book a quick chat with me here: [ Ссылка ]. Or go to my website and book a working session: [ Ссылка ]
If you want information about the features of all the QuickBooks online plans, click here: [ Ссылка ]
If you would like help to set up this or any other QuickBooks Online feature, reach out!
Here is the link to my small business month-end checklist: [ Ссылка ], which will also subscribe you to email updates for QuickBooks Online, and fun information as I explore apps that may further simplify and automate your bookkeeping and accounting.
If you have questions or comments, please use the comments box below. I would love to hear from you :)
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