This QuickBooks Online reconciliation tutorial shows you how to reconcile your bank account and fix discrepancies fast using both the classic workflow and the new AI-powered features.
First, you’ll learn why QuickBooks Online reconciliation matters, how it keeps your books aligned with your bank, and how ignoring it can lead to inaccurate income, expenses, and major financial headaches.
Next, you’ll see how to get started: make sure you post your transactions and download your bank statement. Then, you’ll walk through finding and clearing discrepancies between your bank statement and QuickBooks. You’ll learn how to handle transactions that appear only in your bank statement or only in QuickBooks.
Afterward, you’ll explore the upgraded AI Reconciliation experience available on the Plus and Advanced plans, where QuickBooks automatically extracts statement data, matches transactions for you, flags mismatches clearly, and dramatically accelerates your month-end close.
Finally, you’ll learn how to track down deleted transactions, use QuickBooks’ discrepancy report, recreate missing expenses, and re-reconcile prior periods so your books stay accurate going forward.
Host: David DeWinter
Sponsor: QuickBooks Online
Kevin Stratvert 