Previous Bank Reconciliation Reports

by Anonymous

Why can't you print previous bank reconciliation reports? I can only go back one month. I try to remember to dump them to Excel, in case I ever need a soft copy in the future, but I don't always remember.

Jennifer replies:

QuickBooks Pro and Simple Start do not have the feature to print prior bank rec reports.

Your Excel idea is a good one - I had not thought to do that. You can also try to remember to print the report each time you run a bank rec, and staple it to the back of your bank statement. That's what I recommend to my clients.

QuickBooks Premier and Enterprise Solution do allow prior rec reports to be printed. It's a nice feature, one of the "bells and whistles" of the more expensive programs.

If you really need to see the actual reports, contact your accountant and see if he/she runs a Premier version of QuickBooks. If so, then once your file is uploaded, he/she can print the reports and fax or email them to you.

The only reason I've ever needed to see an older bank rec report was to see when a certain transaction was reconciled. If recs are run regularly, and generally go smoothly, then the transactions will reconcile in QB the same month they clear the bank. So if an older rec report is not available, pull up the bank statement when you suspect the transaction cleared. It will have been marked "cleared" in QB this same month, again this assumes that the recs are done regularly and go well each time.

Special QB adjustments are an exception. If you made one of these and need to see when it was marked as "reconciled,"..... hmmmm..... I don't know the answer. Maybe somebody reading this does and can post a comment below? Thanks.

Comments for Previous Bank Reconciliation Reports

Click here to add your own comments

Aug 05, 2018
ridiculous NEW
by: Anonymous

It is totally ridiculous that QB Pro does not provide this BASIC feature for it's users. It's programmed , it is just not turned on unless you buy a $400 version. Another reason QB is such a crappy program.

Nov 03, 2017
Wow that is bad NEW
by: Anonymous

I cannot believe quick books pro would lack such a basic feature.

Thank you for clarifying.

May 23, 2016 NEW
by: Custom Research Papers

I read your article with a great pleasure. The information was really new and useful for me! Keep sharing your articles!

Nov 07, 2015
Armed Security Guard Companies NEW
by: Anonymous

Armed Security Guard Companies - Looking for an armed security guard company to protect yourself, your institution, or your valuables? If so, you’ll want to be sure that the company you select will assign a licensed, experienced armed-security professional who is committed to providing you with the fullest sense of safety and confidence.

Nov 05, 2015
SEO Writing Service NEW
by: SEO Writing Service

Mike Jasson is an academic writer of the Accounting Assignment Help. Who writes quality academic papers for students to help them in accomplishing their goals.

Nov 05, 2015
Online Economics Assignment Help NEW
by: Online Economics Assignment Help

The leading assignment help UK firm offers state of the art services to its clients with a promise of delivering all the required work well within the deadline.

Nov 05, 2015
Operations Management Project NEW
by: Operations Management Project

Science Channel’s are giving a complete knowledge to its viewers about every thing students write done dissertation on this subjects and show its importance.

Nov 05, 2015
Central Line Theorem Stats help NEW
by: Central Line Theorem Stats help

This is great information for students. This article is very helpful i really like this blog thanks. I also have some information relevant for online dissertation help.

Nov 05, 2015
Matlab Project Help NEW
by: Matlab Project Help

Hi buddy, your blog' s design is simple and clean and i like it. Your blog posts about Online Dissertation Help are superb. Please keep them coming. Greets!!

Nov 05, 2015
Medical Science Assignment Help NEW
by: Medical Science Assignment Help

Hello, thanks for taking the time to view my profile. I am an academic writer from the US who enjoys finding new topics to research and write about.

Oct 22, 2015
Wonderful post NEW
by: Anonymous

This post has helped me for an article which I am writing. Thank you for giving me another point of view on this topic.

cheap Harlem gospel tour

Oct 20, 2015
Nice NEW
by: Anonymous

The article is about Previous Bank Reconciliation Reports.This website have many informative posts like this which are very useful for all of us.
buy car decals from uk

Oct 12, 2015
Nice NEW
by: Josh

Hi, thank you for sharing fantastic info. Was just browsing through the net in my office along with happened upon your blog. I am owner of writing an essay example Really it is very well written and give up comprehensive in explaining using a very simple language.

Oct 08, 2015
Interesting information NEW
by: Peter

I also find that getting the previous Bank Reconciliation. How can I have successful bank reconciliations each month for the past two years, to discover.
Interlocking gym mats for sale in UK

Sep 18, 2015
Management Homework Help NEW
by: Mike Jasson

Well thanks for posting such an outstanding idea. I like this blog & I like the topic and thinking of making it right.
Management Homework Help
Dissertation Help Experts

Sep 18, 2015
Sociology Term Paper NEW
by: Aric Taisan

that is fantastic blog, I will pas this to the other peoples.
Sociology Term Paper

Sep 18, 2015
Tracking Services Programming Homework Help NEW
by: Emmanuel Michael

I like your working style. Your blog is so interesting and nice.
Tracking Services Programming Homework Help
Programming Assignment Help

Sep 18, 2015
Case Study Writing service NEW
by: Eden Carter

yeah it was such an awesome blog that i have updated.. :)
Case Study Writing service
Solution Case Study

Sep 18, 2015
Human Resource Dissertation Help Services NEW
by: Jack Terance

Human Resource Dissertation Help Services
HRM Homework Essays

Sep 18, 2015
Research Papers Homework Help NEW
by: Wilson Larrie

Thanks for sharing this blog its very informative and useful for us .
Research Papers Homework Help
College Term Paper Assignment Help

Apr 20, 2015
Comments are here written below. NEW
by: nilasia

There is no platform which allows you to enhance your working abilities while taking any positive decision. Here college essays for sale is given by our company to help those students who are weak and can not earn online.

Aug 20, 2013
Bank rec - prior reports NEW
by: Anonymous

perthe Aug 10, 2013 posting - the menu selections give appear to give the same info as selecting from Reports menu. The answer we are looking for is how to set a report criteria for a past reconciliation. Example: it is now August 15, 2013. I want to print the bank rec for 12/31/12. Does not appear that this feature is available in Pro version.

Aug 10, 2013
Printing old reconciliation reports- easy start edition NEW
by: Anonymous

When I went to print a reconciliation report from a past month, I couldn't find a menu to do this either. However, I found a different way: click reconcile, once in the "begin reconcile" page, there should be a tab saying "locate discrepancies", click it. Next there should be a tab saying "previous reports", click this and enter the appropriate info to find your report and print it

Sep 05, 2012
Old Bank Recs NEW
by: Anonymous

I find it amazing that QuickBooks does not have this feature. In MYOB it is a simple procedure to print old bank reconciliations. It is also a feature I find I need to use a LOT, especially when more than one user has access to a data file. Things get changed and it is vitally important to be able to see the previous bank reconciliations to track down errors. I use both QuickBooks and MYOB and this is just another area where QuickBooks falls dreadfully short- QuickBooks because it was created QUICKly with little thought of what a user needs!

Feb 12, 2009
Print as PDF
by: Anonymous

If you have a program such as Acrobat Pro that creates PDFs, just select that as your printer when you go to print the reconcilaiton report. This will allow you to save the report as a PDF. You can file the electronic version away and then print or reference it whenever needed.

Jennifer replies:

Excellent idea. I've done this with other things but not with bank rec reports. I use CutePDF because it's free.

Click here to add your own comments

Return to QB Wish List.