QuickBooks Online Tutorial: How to Reconcile Your Bank Account (and Discrepancies!)

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. 🌎 Get access to QuickBooks Online ➜ https://quickbooks.kevinstratvert.com/ 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 📚 RESOURCES Get started with QuickBooks! ➜ https://quickbooks.kevinstratvert.com/ ⌚ TIMESTAMPS 0:00 - What is Reconciliation? 0:33 - Post Transactions 1:24 - Reconciliation 5:03 - Reconciliation with AI 7:09 - Deleted Transaction 📩 NEWSLETTER Get the latest high-quality tutorial and tips and tricks videos emailed to your inbox each week: https://kevinstratvert.com/newsletter 🔽 CONNECT WITH ME Official website: http://www.kevinstratvert.com LinkedIn:   / kevinstratvert   Discord: https://bit.ly/KevinStratvertDiscord Twitter:   / kevstrat   Facebook:   / kevin-stratvert-101912218227818   TikTok:   / kevinstratvert   Instagram:   / kevinstratvert   🎁 TOOLS AND DISCOUNTS ✅ 🎙️ Voicemod AI Voice Changer | 5% off | https://link.xsolla.com/KZBi89AY ✅ 🌐 Squarespace Websites | https://squarespace.syuh.net/XYaqYM ✅ 🔍 Grammarly | https://grammarly.go2cloud.org/SH3nL ✅ 📹 CapCut | https://bit.ly/installcapcut ✅ 🛍️ Shopify | https://shopify.pxf.io/XY9rPa ✅ 📋 Notion | https://affiliate.notion.so/rffva4tr71ax ✅ 🖼️ Figma | https://psxid.figma.com/lqjg97licpry ✅ 💵 Quickbooks Online | https://bit.ly/intuitquickbooksonline ✅ 👥 Hubspot | https://hubspot.sjv.io/DKo6jb ✅ 📈 Semrush | https://bit.ly/semrush14dayfreetrial ✅ 🎥 Descript | https://get.descript.com/sf22jb63w2tx ✅ 🏓 Smartsheet | https://bit.ly/trysmartsheet 🎒 MY COURSES Go from Excel novice to data analysis ninja in just 2 hours: https://kevinstratvert.thinkific.com/ 🙏 REQUEST VIDEOS https://forms.gle/BDrTNUoxheEoMLGt5 🔔 SUBSCRIBE ON YOUTUBE https://www.youtube.com/user/kevlers?... 🙌 SUPPORT THE CHANNEL Hit the THANKS button in any video! Amazon affiliate link: https://amzn.to/3kCP2yz ⚖ DISCLOSURE Some links are affiliate links. Purchasing through these links gives me a small commission to support videos on this channel. The price to you is the same. #stratvert #Quickbooks #onlinereconciliation