How To Find QuickBooks Bank Reconciliation Report In Easy Way

Owing to its world-class tools and easy-to-use interface, QuickBooks has made quite a mark on the middle to small-sized businesses. However, most of its users have just reached on to the surface of its true potential. Either they don’t know about features or just have plain confusion on how to use them. So, today we will talk about one such utility, that is, QuickBooks bank reconciliation report. Follow the blog until the end.

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What is the significance of the QuickBooks Desktop Bank Reconciliation Report?

Here are some points explaining the importance of the document so you can have a better understanding of the QuickBooks bank reconciliation report.

1. It confirms that all the transactions in the bank statement are recorded in the QuickBooks.

2. You can get profit and loss and balance sheet reports generated automatically.

3. The report reflects all cleared and uncleared items.

4. If there is any mismatch between the transactions record in the bank and QuickBooks, you may immediately find and fix this discrepancy.

How to view the QuickBooks bank reconciliation summary report?

Follow the below-mentioned steps to view the bank reconciliation report in your QuickBooks.

1. Open QuickBooks and go to Reports.

2. Type Reconciliation Report in the Find report search bar and select the Reconciliation Reports option.

3. Choose the Account in which you want to view the reconciliation report.

4. From the Report period drop-down, select the reconcile period.

5. At last, click on View Report.

Also Read - Quickbooks Tool Hub

How to view the QuickBooks bank reconciliation report in MS-Excel?

You would need to export the report in Excel first in order to view it. Follow the given steps to do it.

1. Highlight the information on the report that you want to export and copy it.

2. Launch Excel and right-click in the area where you want to paste the information.

3. Adjust the column widths for the format of the Excel report so that the information displays properly and click on Save.

At this point, we would like to end our blog on the QuickBooks bank reconciliation report. We hope that the content written here is relevant to your query and easy to understand. On a different note, if you require external assistance through expert support, call on the toll-free number (844)-888–4666 anytime 24*7.