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| First time reconciling in this program https://www.splasm.com/forum/viewtopic.php?f=3&t=6663 |
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| Author: | AmyO [ Sat Mar 11, 2017 2:56 pm ] |
| Post subject: | First time reconciling in this program |
Hi. New to CheckBook Pro. I have been using Quickbooks for many years. I went back to January 1st of this year and manually put in all my entries. My previous months of this year were already reconciled in Quickbooks. Later this month when my statement comes I want to start reconciling on here. If I just reconcile this months statement, I won't be able to balance correctly because there will be the rest of the years entries showing as unreconciled. How should I go about doing this? Thank you in advance! |
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| Author: | AmyO [ Sat Mar 18, 2017 1:24 pm ] |
| Post subject: | Re: First time reconciling in this program |
Anyone have some advice to offer? |
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| Author: | t3rockhall [ Wed Mar 22, 2017 9:28 am ] |
| Post subject: | Re: First time reconciling in this program |
just a guess, but if you select all, and go to Entry>mark>resolved, will that do it? |
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| Author: | AmyO [ Sun Mar 26, 2017 2:43 pm ] |
| Post subject: | Re: First time reconciling in this program |
I got it. I went through the year and clicked reconcile for every entry until the amount of the resolved balance equaled my statement beginning balance. From there I went on with my current statement and it balanced perfectly. Really happy with this program. Goodbye Quicken!! |
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| Author: | AJsAWiz [ Wed May 03, 2017 5:28 pm ] |
| Post subject: | Re: First time reconciling in this program |
AmyO wrote: I got it. I went through the year and clicked reconcile for every entry until the amount of the resolved balance equaled my statement beginning balance. From there I went on with my current statement and it balanced perfectly. Really happy with this program. Goodbye Quicken!! You figured it out perfectly; says another person who dumped Quicken for Checkbook Pro. I'm happy with it too! 
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