How To Reconcile In Quickbooks Online. To get started, you will need a copy of your bank statement and be logged into quickbooks online. Keep in mind, intuit is continuously making changes to the quickbooks online user experience, so the actual appearance of your screen might differ slightly from the screenshots shown here.
In quickbooks online, select settings ⚙ and then reconcile. Note that these instructions apply to users with quickbooks online. To reconcile an account in quickbooks online, click the gear button.
Find undeposited funds on the list.
Ready to start reconciling your accounts in quickbooks? Click the gear icon, located in the upper right hand corner of the page, and select ‘reconcile’ from the menu (located under the “tools” column). Like in quickbooks desktop, bank reconciliation in quickbooks online is a separate event. Click the gear icon and select ‘reconcile’.