FAQ – QuickBooks Reconciliation Services
Common questions and answers about our quickBooks reconciliation services.
Talk to a Bookkeeping Expert TodayThese FAQs explain how our team helps clients reconcile their QuickBooks accounts accurately and efficiently—catching errors, matching transactions, and cleaning up past discrepancies.
Frequently Asked Questions
What is QuickBooks reconciliation and why is it important?
Reconciliation ensures that your QuickBooks records match your bank, credit card, and other financial statements. It helps detect errors, duplicate transactions, or missing entries that could impact reporting accuracy.
How often should I reconcile my accounts in QuickBooks?
We recommend reconciling accounts monthly to maintain up-to-date and error-free books.
Can RemoteBooksOnline help if I’ve never reconciled my accounts before?
Yes, we specialize in catch-up reconciliation for clients who are behind or have never completed reconciliations.
What types of accounts do you reconcile?
We reconcile bank accounts, credit cards, merchant processors (e.g., Stripe, PayPal), and loan or liability accounts tied to your business.
Will you fix past reconciliation errors in my QuickBooks file?
Yes. Our team identifies and corrects past errors, helping clean up your QuickBooks file without compromising prior-year reporting.
How long does it take to complete a full reconciliation?
Time varies based on how far back your books need to be cleaned up. Most accounts can be reconciled within 5–10 business days.
What if I’m behind by multiple years?
We can help with multi-year reconciliation projects and provide you with CPA-ready reports for each closed year.
Do I need to give you full access to my QuickBooks account?
We require accountant-level access to your QuickBooks Online or a backup file for QuickBooks Desktop. All access is encrypted and tracked.
What if I use QuickBooks Desktop instead of Online?
We support both QuickBooks Online and Desktop versions. For Desktop, we work with your backups or remote file access.
How will I receive my reports once reconciliation is complete?
We deliver monthly reconciled reports, along with summary notes and recommendations, in a downloadable format.
Is reconciliation included in all RemoteBooksOnline bookkeeping plans?
Yes, reconciliation is a standard part of our monthly bookkeeping service. Special cleanup projects may incur additional one-time charges.
How do I get started with your QuickBooks reconciliation service?
Schedule a free consultation through our website. We’ll review your account setup and provide a clear plan to get your books up to date.
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