This beginner-friendly class teaches you how to reconcile your accounts in QuickBooks, so your books always match your bank and credit card statements. You'll learn to upload a bank statement, use the reconciliation window, mark transactions as cleared, and finish a reconciliation from start to finish. The course also covers resolving discrepancies, setting up credit card reconciliations, and undoing or starting over, with hands-on "Your Turn" exercises to practice.
You’ll learn how to…
Understand what reconciliation is and why it matters
Upload a bank statement
Begin and finish a reconciliation
Use the reconciliation window
Mark transactions as cleared
Resolve reconciliation discrepancies
Set up and complete credit card reconciliations
Undo or start a reconciliation over
Practice with hands-on exercises
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Next live class · with Grace Eppley
Jun 30, 2026
Tue · 2:30 PM CT
Course Content
14 lessons · 5 hands-on exercises · 1 hr 50 min
Introduction: How to Reconcile0:39
Reconciliation10:05
Upload a Bank Statement5:28
Begin a Reconciliation9:47
How to Use the Reconciliation Window9:53
Mark Transactions as Cleared6:53
Finish Reconciliation9:10
Reconciliation Discrepancies2:12
Credit Card Reconciliation Setup4:09
Credit Card Reconciliation24:10
Starting Over12:07
Register Tips2:30
Undo a Reconciliation4:59
Your Turns Solutions: How to Reconcile7:58
Learner
Training only
1 user
$899.95
$599.95
30-day money back guarantee
Lifetime access to all included training
This course + 35 other courses
Live classes every weekday
Hands-on exercises
All future course updates
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
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Certification
Training + Certification
1 user
$999.95
$699.95
30-day money back guarantee
Lifetime access to all included training
Everything in Learner
Training for all 7 certifications
7 QuickBooks certification exams
Practice exams and test prep
Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.
Team
Team Training + Certification
2-5 users
$1,799.95
$999.95
30-day money back guarantee
Lifetime access to all included training
Everything in Certification
Up to 5 users included
Certification for your team
Team progress tracking
Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.
